A complete list of active advisors currently associated with Austin Consulting

Warmer can help you find a great advisor at Austin Consulting or one who fits your needs even better.

Austin Consulting provides portfolio management and related investment services — including risk analysis, asset allocation, investment selection, performance reporting and security monitoring — to a small group of clients that include individuals, trusts, estates and charitable institutions. The firm reports managing roughly $57.8 million in client assets across approximately 13 relationships and tailors advice to each client’s overall financial situation. The firm primarily constructs portfolios using mutual funds and exchange-traded funds, relies on fundamental analysis rather than market timing or technical strategies, and states a conservative orientation in portfolio construction. Austin Consulting operates on a non-discretionary basis, obtaining client approval before effecting trades and offering individual security selection only at a client’s request. Compared with many independent peers, the firm’s assets are held almost entirely on a non‑discretionary basis and the adviser does not charge percentage‑of‑AUM (asset‑based) fees — features that are uncommon among solo independent RIAs. The principal provides personalized quarterly written reviews and the firm reports no third‑party affiliations, soft‑dollar arrangements, performance‑based fees, client referral compensation, or custody of client funds.

To learn more about the advisors currently working at Austin Consulting, 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.