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

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

Austin Wealth Management is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts and estates, and provides qualified retirement plan advisory services to small businesses. The firm offers one‑time comprehensive financial planning projects, ongoing wealth management that integrates financial planning with discretionary investment management, and ongoing sub‑advisory services to other investment advisers. AWM describes an investment process that emphasizes academic research and systematic, low‑cost, highly diversified model portfolios while also applying in‑house fundamental analysis, modern portfolio theory, technical analysis, and cyclical analysis to managed accounts. Client portfolios are monitored and rebalanced with periodic reviews and the firm may delegate specialized investment management to sub‑advisors when appropriate. Notable features called out in the brochure include a 401(PRO) practice that can act as an ERISA Section 3(21) or 3(38) fiduciary for retirement plans and an institutional sub‑advisory offering for other advisers; the firm reports managing over $1 billion in client assets yet states it has no formal account minimum. The brochure also discloses that some adviser‑representatives maintain broker‑dealer and insurance affiliations (including relationships with a named broker‑dealer), and the firm says it monitors and discloses those potential conflicts through its compliance procedures.

To learn more about the advisors currently working at Austin 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.