Home > Financial Advisors > Texas > Austin

Find Top Financial Advisors in Austin


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Austin. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Austin

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Austin, Texas
Financial Advisor Office Location Phone Number
Phil Weinstein,
Financial Engines Advisors, LLC
2500 West William Cannon Drive,
Austin, TX  78745
(512) 329-6620
Bryan Bourgeois,
Blue Pacific Wealth Management
2501 W. William Cannon Dr,
Austin, TX  78745
(512) 462-3704
Jerry McIlhon,
Beck Capital Management LLC
2009 South Capital of TX Hwy #200,
Austin, TX  78746
(512) 345-6789
Phil Weinstein,
Financial Engines Advisors, LLC
9050 N. Capital of TC Hwy Building 3,
Austin, TX  78759
(512) 490-0044
Craig Larson,
Larson Financial Advisors
1 Chisholm Trail Suite Suite 450,
Round Rock, TX  78681
(512) 910-2722
Brian Fees, CFP®, AIF®,
Source Rock Capital Management
215 N Saint Joseph Street,
Gonzales, TX  78629
(830) 672-5716
Spencer Crow,
Financial Engines Advisors, LLC
555 E. Basse Road Suite 206,
San Antonio, TX  78209
(210) 826-9400

Information on Qualified Financial Advisors in Austin

Qualifications CRD# 1572806
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2500 West William Cannon Drive,
Suite 804,
Austin,
TX 
78745
Phone Number (512) 3296620

Joined Financial Engines in 2009. Began his career in the financial services industry in 1986. Successfully completed the Series 6, 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Political Science from the University of MissouriColumbia. Married with two children. Phil enjoys golfing and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4691362
Series 6, 22, 62, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 2501 W. William Cannon Dr,
Bldg. 2, Suite 204,
Austin,
TX 
78745
Phone Number (512) 4623704

Bryan J. Bourgeois is President of Blue Pacific Wealth Management Inc. as well as the firm’s Portfolio Manager and Investment Advisor. He is a Registered Representative and an Investment Advisor Representative, holding securities, insurance and commercial real estate licenses. Bryan graduated with a Bachelor of Science degree from The University of Texas at Austin and specializes in asset management, trading, economics, finance, real estate investments and other alternative, non-traded investments. Bryan’s current clients include high net worth investors, businesses, institutions, endowments and trusts. Bryan was originally born in Houston and lived in Houston, New Orleans and The Hague, Netherlands. Bryan graduated from The University of Texas at Austin with a Bachelor of Science degree in May 2003. He started his career in finance and wealth management in January 2003 working at Smith Barney. Bryan then was recruited by NYLife Securities, where he worked for over 2 years. After quickly realizing he can provide an enhanced investment platform, lower fees and better client support than the traditional wire-house model, Bryan started Blue Pacific Wealth Management, Inc. in 2005. Bryan is married to Anastasia Bourgeois. Anastasia also works as a financial planner and graduated from the University of Texas at Austin in May 2003 in Economics. She has a background working in corporate finance. Anastasia holds securities licenses and is a Registered Representative. On a personal note, Bryan and Anastasia Bourgeois are proud parents of their daughter, Milana Bourgeois, and are expecting a baby boy in early 2014.

About Blue Pacific Wealth Management

Blue Pacific Wealth Management Inc. was founded in 2005 by Bryan J. Bourgeois. Bryan specializes in portfolio management and durable and predictable high dividend strategies yielding 6 - 8.25% in dividends, plus capital appreciation potential. Current clients include individuals, families, high net worth investors, endowments and businesses.



Qualifications CRD# 1730924
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions


Office Location 2009 South Capital of TX Hwy #200,
Austin,
TX 
78746
Phone Number (512) 3456789

About Beck Capital Management LLC

Jerry McIlhon is a registered investment advisor who is a 29 year veteran in the financial industry. Fee-based RIA, provides wealth consultant and investment advisory services. Click on our website to view our investment philosophy and personnel.



Qualifications CRD# 1572806
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 9050 N. Capital of TC Hwy Building 3,
Suite 150,
Austin,
TX 
78759
Phone Number (512) 4900044

Joined Financial Engines in 2009. Began his career in the financial services industry in 1986. Successfully completed the Series 6, 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Political Science from the University of MissouriColumbia. Married with two children. Phil enjoys golfing and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 002026803
Series 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee


Office Location 1 Chisholm Trail Suite Suite 450,
Round Rock,
TX 
78681
Phone Number (512) 9102722

Craig Larson started in the financial services business after graduating from St. Olaf College in 1989 with a B.A. degree in Economics. From 1989 to 1996 he worked at Mass Mutual in Minneapolis as an insurance agent, then as investment specialist and investment sales manager for the branch. Craig established Larson Financial Advisors in 1996 as an independent firm to better meet the needs of clients. In 2011 this process was enhanced as Larson Financial Advisors became a Registered Investment Advisory firm and converted its investment operations to fee-only to provide the best and most unbiased advice possible. Craig previously worked on the board of directors of the Minneapolis Association of Insurance and Financial Advisors. Craig acquired his professional designations of Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF) and has served as an LUTCF class instructor. From 2004 through 2009 Craig was the Minneapolis chapter president of S.O.F.A. (Society for Financial Awareness) and has given seminars and workshops at a number of local organizations including Donaldson, Cray, Courage Center, Medica, Digital River and the F.B.I. Craig relocated his family from the Minneapolis, MN area to the Austin, TX area in 2016 and now operates an office in both locations. Craig lives in Georgetown, TX with his wife, Maria Estella Larson, and their three children. Craig enjoys playing guitar, inline skating, hiking and drag racing (at the track, not on the street!).

About Larson Financial Advisors

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.



Qualifications CRD# 5183137
FirmCRD# 10740
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 215 N Saint Joseph Street,
Gonzales,
TX 
78629
Phone Number (830) 6725716

Brian Fees is the Owner and Financial Advisor at Source Rock Capital Management. His primary focus is working one on one with each client to build, implement, and maintain a unique and comprehensive financial plan. Brian first took an interest in financial planning at a young age, and began investing personally as a teenager. This interest led him to pursue a business degree from Baylor University, where he majored in both Financial Services & Planning and Risk Management & Insurance. After graduating in 2006, he started his financial services career with a large brokerage firm as an investment representative, and soon after went to the independent channel through Prospera Financial Services. Brian is a Certified Financial Planner" Professional and he holds the Series 7 Securities License, the Series 66 Securities License, and the Life and Health Insurance License. He also has attained the professional designation of Accredited Investment Fiduciary® (AIF®).

About Source Rock Capital Management

Source Rock Capital Management is an investment advisory firm that provides comprehensive financial planning services for successful individuals and families. We focus on one thing: The needs of our clients. We pour every ounce of effort we have into developing, implementing, and monitoring financial plans and investment strategies that will help our clients meet their financial and lifestyle goals. As an independent business, there are no proprietary products, clients can have the assurance that their portfolio is constructed for them and their best interest. We work hard to provide individual attention, while at the same time keeping up with cutting edge financial strategies and ever- changing technology. Source Rock Capital Management is located in the historic town of Gonzales, TX.



Qualifications CRD# 5819393
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 555 E. Basse Road Suite 206,
San Antonio,
TX 
78209
Phone Number (210) 8269400

Spencer Crow has been selected as a Smartvestor Pro because of his commitment to helping individuals achieve their long-term investing goals. Joined Financial Engines in 2011. Began his career in the financial services industry in 2010. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®) and Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Mass Communication from Texas State University - San Marcos and a Masters of Science Degree in Personal Financial Planning. Married to Lauryn. They have two children: Peyton and Paisley. Spencer enjoys fishing, hunting, skiing, and scuba diving.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation


Are You A Financial Advisor
in Texas?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-