Aust Financial Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aust Financial Advisory provides fee‑only financial planning and discretionary investment management to individual clients and families, offering investment supervisory services along with financial consulting and tax planning. The firm states it does not accept commissions or act as custodian and offers a free initial exploratory meeting to prospective clients.
The firm typically implements passive, indexed strategies using low‑cost, tax‑efficient ETFs and mutual funds, and documents client objectives in a customized Investment Policy Statement for accounts under discretionary authority. Accounts are reviewed on a regular schedule (quarterly or semi‑annually) with an annual review and year‑end net worth statements used to support ongoing planning.
Aust’s brochure highlights several features that distinguish it from many peers: its fee model is net‑worth based and explicitly incorporates held‑away accounts and hard‑asset equity into fee calculations, which tends to align the practice with higher‑net‑worth households. The firm also emphasizes client education and communications (including educational resources and periodic materials), discloses a solicitor referral arrangement, and makes its Code of Ethics and planning materials available on its website.
Client services
Expertise
Fee options
Flat fee based on client net worth for retained financial planning and investment management; includes initial onboarding fee equal to three months of annual fee.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
$400 per hour for financial consulting and tax planning
Account minimum: $16,000 annual fee minimum (equivalent to $4,000 quarterly minimum fee) Minimum fee: Minimum annual fee of $16,000 (equivalent to $4,000 quarterly minimum fee) Fee-only: Flat fee based on net worth for retained financial planning and investment management. Hourly consulting at $400/hour.
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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