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Austin Miller Kent

Advisor at Windrock Wealth Management — Ann Arbor, MI

Updated today

Credentials

Series 65

Experience

2 years

Location

Ann Arbor, MI

Windrock Wealth Management logo

Windrock Wealth Management

Supported

Total advisors

4

Across 3 offices

Clients per advisor

21 Low

Avg AUM per client

$4,376,239 Very High

HNW client ratio

61% Very High

About

Austin Kent is a financial advisor at Windrock Wealth Management in Ann Arbor, MI, holding a Series 65 designation with two years of industry experience. Prior to joining Windrock, he worked at MariPau Wealth Management and has experience with Inveniam.io and several other firms. Windrock Wealth Management serves high-net-worth individuals, family offices, and retirement-plan sponsors by providing discretionary portfolio management, family office solutions, and fiduciary retirement-plan consulting. The firm employs a macroeconomic, multi-year asset-allocation approach across traditional and alternative investments and offers clients access to private placement opportunities alongside standard advisory services.

Client services

Based on Windrock Wealth Management

Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Based on Windrock Wealth Management

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Windrock Wealth Management

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for specific projects vary, examples include Basic Financial Plan: $5,000 to $10,000, Investment Analysis: $3,000 and up

Percentage

$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.25% $3,000,001 - $8,000,000: 0.90% $8,000,001 - $18,000,000: 0.70% $18,000,001+: 0.25%

Project-based

Hourly rates range from $200 to $500 per hour depending on the professional; examples include $500/hour for senior personnel

Performance-based

Performance-based fees typically up to 2.0% annual advisory fee and/or up to 30% of gains for qualified clients meeting criteria

Other

Account minimum: $500,000 Minimum fee: Minimum quarterly fee of $1,875 for portfolios under $10 million; minimum quarterly fee of $12,500 for portfolios exceeding $10 million Fee-only: Fixed fees may be offered on a client-by-client basis, negotiated based on complexity and client needs, with minimum annual fees of $7,500 for Wealth Management and $50,000 for Family Office Solutions

Location

See office

Ann Arbor, MI

Ann Arbor MI

Advisors at this office

1

Most active in

Michigan

Work history

2 years of industry experience

Windrock Wealth Management

2025 - Present • 1 year

Naperville, IL

MariPau Wealth Management

2023 - 2025 • 2 years

Fort Wayne, IN

Inveniam.io

2022 - 2025 • 3 years

Novi, MI

ATOB

2021 - 2022 • 1 year

Ann Arbor, MI

Foster & Motley, Inc.

2021 - 2021 • 1 year

Cincinnati, OH

Collier Financial

2020 - 2021 • 1 year

Ann Arbor, MI

Vintage Financial

2020 - 2020 • 1 year

Ann Arbor, MI

Health Data Specialists

2019 - 2020 • 1 year

Ann Arbor, MI

Bright Edge

2019 - 2019 • 1 year

Cleveland, OH

University of Michigan

2015 - 2019 • 4 years

Ann Arbor, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert H

Series 66

Ann Arbor, MI

Wells Fargo Clearing

Robert Henry is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo entities since 2009 and spent seven years with Stifel Nicolaus & Co Inc. Henry serves on the advisory council for a children's hospital, participating in event planning. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

Retired Founder/Business Owner
user avatar

Kenneth Z

Series 63, Series 66

Ann Arbor, MI

A B L E Wealth Management Solutions Llc

Kenneth Zehnder is a financial advisor at A B L E Wealth Management Solutions LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Waddell & Reed, Inc and Merrill. Zehnder has been with A B L E Wealth Management Solutions since 2019. A B L E Wealth Management Solutions provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes a combination of passive and active strategies and offers portfolio management, pension consulting, and employee benefit plan advisory services.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
user avatar

Philip T

CFP®, Series 66

Ann Arbor, MI

Tribble Financial Planning

Philip Tribble is a CFP® professional with nine years of industry experience, currently operating Tribble Financial Planning in Ann Arbor, MI. He previously worked at Arbor Trust Wealth Advisors and AXA Network. Outside of financial advising, he serves as a paid high school football official in Michigan, a role he has held intermittently over the past nine years. Tribble Financial Planning is an independent, fee-only advisory firm focused on financial planning for individual clients through both ongoing and project-based engagements. The firm emphasizes comprehensive written plans covering retirement, tax, estate, and other areas, providing investment analysis and asset allocation recommendations without managing client assets or custody.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Robert O

CFP®, CFA®

Ann Arbor, MI

Oliver Financial Planning LLC

Robert Oliver is a CFP® and CFA® with 15 years of industry experience. He founded Oliver Financial Planning LLC in Ann Arbor, MI, and has been leading the firm since 2005. In addition to his advisory work, he serves as the administrative manager of a family investment-related business for his wife's parents. Oliver Financial Planning is an independent, fee-only registered investment adviser that provides ongoing financial planning and investment advice to individuals, including some high-net-worth clients, as well as two privately held Florida limited-liability companies. The firm emphasizes a buy-hold-and-rebalance approach using primarily low-cost mutual funds and ETFs, and operates under a fixed program and hourly fee model without discretionary management or custody of client assets.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Nikhil M

CFP®, CFA®, Series 63, Series 65

Ann Arbor, MI

Vedanta Sentinel Investment Advisors

Nikhil Majithia is a CFP® and CFA® with eight years of industry experience, currently serving as the sole advisor at Vedanta Sentinel Investment Advisors in Ann Arbor, MI. His prior roles include positions at TTEC Financial, National Debt Relief, and Foreside Financial Group. Vedanta Sentinel Investment Advisors provides discretionary asset management for pooled and institutional accounts, as well as investment consulting and retirement-plan advice. The firm employs a combination of long-term strategic allocations with actively managed tactical and global-macro strategies, utilizing various analytical approaches and typically maintaining discretionary trading authority.

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting
user avatar

Samuel F

Series 66

Ann Arbor, MI

Fineberg Wealth Management, LLC

Samuel Fineberg is the sole advisor at Fineberg Wealth Management, LLC in Ann Arbor, MI, holding a Series 66 designation with 13 years of industry experience. He has managed his independent advisory firm since 2012. Outside of his advisory role, he has been involved in rental property management since 2008. Fineberg Wealth Management serves individual clients by providing discretionary investment supervisory and portfolio management services without account minimums. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to build diversified portfolios and employs various trading strategies, conducting regular account reviews.

Options & derivatives strategies Concentrated stock management
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