Escarpment Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Escarpment Financial Group is a fee-only registered investment adviser that works with individuals, families, retirees, high-net-worth clients, business owners, trusts, estates, and small retirement plans. The firm offers comprehensive financial planning and discretionary investment management, and clients may engage for standalone planning or ongoing portfolio services.
Portfolios are constructed using strategic asset allocation, long-term diversification, tax-aware analysis, and periodic rebalancing, with investments that may include low-cost ETFs, mutual funds, individual equities, fixed-income, REITs, and options. The firm also offers held-away account management for workplace retirement plans and other third‑party custodial accounts, using an order management system to implement allocation and rebalancing where permitted.
Noteworthy features include the availability of standalone financial planning on both fixed‑fee and hourly bases—arrangements the brochure highlights alongside its asset‑based advisory schedule—which is less common among peers in this regulatory grouping. The firm does not act as an adviser to private funds, and the managing member maintains separate rental‑property and engineering/technology consulting activities that the firm says it monitors for potential conflicts.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for standalone initial comprehensive financial plan: $3,600 to $7,500.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Hourly financial planning fees: $250-$500 per hour, billed in 15-minute increments.
Fee-only: Standalone financial planning fees: $3,600 to $7,500 for initial comprehensive plan (may be waived for Investment Management clients); hourly fees $250-$500 per hour billed in 15-minute increments.
Main office
Austin TX
Advisors at this office
1
Most active in
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)