A complete list of active advisors currently associated with ENZI Wealth
Warmer can help you find a great advisor at ENZI Wealth or one who fits your needs even better.
ENZI Wealth advises individuals (including high-net-worth clients) and employer-sponsored retirement plans, providing discretionary asset management, financial planning and retirement plan consulting services. The firm reports managing several hundred million dollars of client assets and combines ongoing portfolio supervision with written financial plans and consulting engagements. The firm applies a mix of fundamental and technical analysis alongside modern portfolio theory, offering long- and short-term, income, and hedging strategies and implementing client mandates on a discretionary basis. ENZI Wealth also regularly reviews and rebalances portfolios and extends services to held-away assets (e.g., 401(k)/403(b), 529s, annuities, HSAs) using a third-party platform that allows the firm to monitor and adjust allocations without taking custody of client funds. Distinctive aspects in the brochure include an affiliation with a separate ENZI Tax entity for tax and accounting services and a formal referral arrangement with Goldman Sachs Private Line for deposit and lending products, which the firm discloses may create conflicts of interest. The firm’s use of a link-based held-away account service (and inclusion of those assets in AUM), along with compensation and administrative support tied to certain third-party product referrals, are notable operational features relative to many peers.
To learn more about the advisors currently working at ENZI Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 1
| |
Austin, TX
| 32
| |
Austin, TX
| 7
| |
Austin, TX
| 6
| |
Austin, TX
| —
|
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