A complete list of active advisors currently associated with Austec Wealth Management, LLC

Warmer can help you find a great advisor at Austec Wealth Management, LLC or one who fits your needs even better.

Austec Wealth Management provides financial planning and portfolio management to individuals (including business owners, retirees, and executives) and to business entities. It manages approximately $2.85 million for a very small client base, with nearly all assets managed on a discretionary basis. The firm emphasizes diversified asset-allocation implemented primarily with mutual funds and exchange-traded funds, and it documents client objectives in Investment Policy Statements when requested. Its primary strategy adjusts equity exposure using secular market indicators (referencing Robert Shiller measures and S&P 500 valuation/movement) and may incorporate commodity ETFs, ETNs, or subadvisors in select allocations. As a single-advisor firm, Austec discloses that the principal also operates related businesses (Austec Capital and Austec Business Transitions) and receives compensation from those activities, which the brochure notes could create potential conflicts of interest. The firm also discloses receipt of research and other noncash benefits from custodians and directs clients to custodial account statements rather than providing standalone written quarterly performance reports.

To learn more about the advisors currently working at Austec Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.