A complete list of active advisors currently associated with Faykus Financial, LLC
Warmer can help you find a great advisor at Faykus Financial, LLC or one who fits your needs even better.
Faykus Financial, LLC is a one-advisor firm that provides comprehensive financial planning and investment management to individuals (including high-net-worth clients), small businesses, foundations, and retirement plan sponsors; the firm manages roughly $18 million on behalf of a small client base. Services include personalized financial planning, facilitation of investment management through institutional third‑party managers, and assistance with retirement plan and business-related planning. The firm’s investment advice is built around target asset‑class allocations and the use of institutional managers who implement diversified, structured mutual‑fund portfolios with ongoing rebalancing and risk monitoring; the advisor conducts an initial client interview, prepares a written plan or IPS, and conducts periodic reviews. In addition to portfolio work, the firm offers periodic educational workshops and provides ongoing planning support, family governance and multi‑family office coordination, and co‑trustee services when requested. Noteworthy distinctions include that the firm operates under common control with another investment adviser and maintains a membership and a small equity interest in a distribution network that provides direct access to insurance carriers; the firm’s principal is a licensed insurance agent and may therefore recommend and place insurance products in addition to fee‑based advisory services. The practice also emphasizes multi‑generational legacy work (an “impact map” approach), assists clients with establishing and managing family foundations, and offers educational seminars—services that are less common among similarly sized supported firms.
To learn more about the advisors currently working at Faykus Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 14
|
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