Carlin Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Carlin Wealth Management Group, LLC is an SEC‑registered adviser that provides discretionary and non‑discretionary managed accounts and financial planning services to individuals and high‑net‑worth clients. The firm advises on asset allocation across cash, ETFs, equities, mutual funds, bonds and annuities, and implements advice through Investment Advisory Representatives on accounts opened with the firm.
The firm emphasizes model‑based portfolios with a particular focus on ETFs and equities from third‑party money managers, and it screens those models initially and quarterly for risk and performance; trading is executed almost exclusively in block trades to seek orderly and equitable execution. CWMG describes a range of strategies it may use (asset allocation, dollar‑cost averaging, technical analysis, long‑ and short‑term purchases) and discloses use of third‑party service providers that include artificial‑intelligence components, with periodic due diligence to mitigate related risks.
Notable distinctions include the brochure’s discussion that managed account programs and underlying investment vehicles may involve the use of derivatives (and, less commonly among peers, borrowing in separately managed accounts), which can add complexity and leverage to client portfolios. The firm also discloses that some representatives are licensed insurance agents who may offer commissionable insurance products (up to about 30% of representatives’ time), a relationship the firm says it manages through disclosures and by keeping client interests foremost.
Client services
Expertise
Fee options
Financial planning fees negotiable, starting at $1,000 to $3,500+ per project
Under $1,000,000 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $10,000,000: 1.00% Over $10,000,000+: 0.50%
Main office
1701 Simond Avenue, Unit 104
Austin TX 78723
Advisors at this office
2
Most active in
Massachusetts · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Nicholas C
CFP®, ChFC®, Series 66
Austin, TX
Carlin Wealth Management Group, LLC
Nicholas Carlin is a CFP® and ChFC® with 22 years of industry experience. He is the founder of Carlin Wealth Management Group, LLC, where he has worked since 2023, following an 18-year tenure at Ameriprise Financial Services, Inc. Outside of his advisory work, he is the president and CEO of Monaco Car Club, an exotic car share business, and serves as board member and treasurer for the Down Syndrome Association of Central Texas as well as a board member for the Parkside Mueller Board. Carlin Wealth Management Group, LLC is an SEC-registered adviser providing discretionary and non-discretionary managed accounts and financial planning to individuals and high-net-worth clients. The firm utilizes model-based portfolios focusing on ETFs and equities from third-party money managers, employing strategies including asset allocation and dollar-cost averaging, with an emphasis on risk screening and orderly trade execution.
Teresa J
Series 63, Series 65
Austin, TX
Carlin Wealth Management Group, LLC
Teresa Jammal is a financial advisor at Carlin Wealth Management Group, LLC with eight years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Principal Life Insurance Company, and Principal Securities Inc. Before entering the financial services industry, she was involved with Pubcrawler of Austin, Emler Swim School, and Top Shelf Events. Carlin Wealth Management Group, LLC serves individual and high-net-worth clients with discretionary and non-discretionary managed accounts and financial planning services. The firm focuses on model-based portfolios emphasizing ETFs and equities, employing third-party money managers and using block trades for execution.
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