Austin M Wagstaff
Advisor at Greenwood Gearhart, LLC — Fayetteville, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Fayetteville, AR 72701-4278
Greenwood Gearhart, LLC
Team
Total advisors
20Clients per advisor
53 TypicalAvg AUM per client
$1,768,275 HighHNW client ratio
46% HighAustin Wagstaff is a financial advisor at Greenwood Gearhart, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Net Worth Advisory Group and served in various roles at Utah Valley University and Brigham Young University. Greenwood Gearhart is a fee-only, SEC-registered investment adviser that provides discretionary investment management, financial planning, and family office services to individuals, defined contribution plans, trusts, charitable institutions, and other organizations. The firm uses a fundamental, long-term investment process and offers a mix of separately managed accounts, private funds, and expanded family office services.
Based on Greenwood Gearhart, LLC
Based on Greenwood Gearhart, LLC
Family Office Services may include a fixed quarterly fee agreed upon between firm and client.
$0 - $1,000,000: 1.00% annually $1,000,000 - $10,000,000: 0.75% annually $10,000,000 - $20,000,000: 0.50% annually $20,000,000+: 0.25% annually
Performance-based fees apply only to certain private investment funds managed by GG or affiliates; rates and terms described in private fund offering documents; only available to qualified clients meeting specified criteria.
Account minimum: $1,000,000 Fee-only: Investment advisory fees charged quarterly in advance based on tiered AUM rates; fees for extraordinary planning/consultation may be charged separately if agreed; family office services fees negotiable, may be based on % of investable net worth, fixed quarterly fee, or combination; private investment fees range from 0.25% to 2.00% annually based on investment and agreement.
Fayetteville, AR
26 E Center St
Fayetteville AR 72701-4278
Advisors at this office
20
Arkansas · Texas
1 year of industry experience
Greenwood Gearhart, Inc.
2024 - Present • 2 years
Fayetteville, AR
Net Worth Advisory Group
2022 - 2024 • 2 years
Sandy, UT
Utah Valley University
2022 - 2024 • 2 years
Orem, UT
Restaurant 365
2021 - 2021 • 1 year
Provo, UT
Brigham Young University
2018 - 2022 • 4 years
Provo, UT
Missionary Training Center
2018 - 2020 • 2 years
Provo, UT
Missionary
2016 - 2018 • 2 years
Opera
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Real estate agent
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