Austin, TX Office

Team
Updated today

Client AUM

$7,603,700,943

Clients

14,741

Advisors

3

Of 87 advisors across 82 offices

Location

Austin TX

Advisors at this office

3

Advisors at this office

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Carsten M

CFP®, Series 63

Austin, TX

Facet

Carsten Murgas is a CFP® with two years of industry experience, currently serving as a financial advisor at Facet in Austin, TX. Prior to joining Facet, he worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning using a Total Financial Life Resources framework and employs discretionary asset-allocation programs that primarily utilize ETFs.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy

Kyle M

CFP®, Series 63, Series 66

Austin, TX

Facet

Kyle Meaux is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain strong financial plans aimed at helping them work toward their life goals. He has held multiple positions at Fidelity Investments since 2019, progressing through roles including Financial Consultant I, Planning Consultant, Workplace Planning Consultant I and II, Junior Business Analyst, Investment Solutions Representative, and Customer Relationship Advocate. This experience has provided him with a broad understanding of financial planning and client service. Outside of work, Kyle's personal interests include the beach, comedy, football, movies, and traveling.

General retirement planning Retirement income strategy Income planning Wealth management Cash flow / budgeting
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Aashka S

CFP®, Series 66

Austin, TX

Facet

Aashka Singh is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. She currently works at Facet and has previously been associated with firms including Cresset Asset Management, Ameriprise Financial Services, and Robert W. Baird & Co. Incorporated. Facet serves individual members across a broad range of wealth levels with tiered, subscription-based financial planning and discretionary investment management, emphasizing a holistic approach through its Total Financial Life Resources framework and technology-driven features.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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