Fieldstone Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fieldstone Advisory LLC provides discretionary and non-discretionary asset management and financial planning and consulting to individuals, high‑net‑worth clients, and business entities. The firm documents client goals and objectives, permits client‑imposed investment restrictions, and does not impose a minimum account size.
Investment programs are tailored to each client’s stated objectives, time horizons, and risk tolerance, and the firm uses fundamental, cyclical, and macroeconomic analysis to inform security selection and asset allocation. Fieldstone conducts periodic (quarterly) account reviews, can operate with discretionary trading authority, and may implement strategies through delegated managers when appropriate.
Several aspects of Fieldstone are uncommon for firms in its regulatory category: it explicitly offers fixed‑fee financial planning, routinely selects and appoints other investment advisers or sub‑advisors to manage client assets, and provides portfolio management focused on individual clients. The firm does not act as a private‑fund adviser and currently reports no client assets under management.
Client services
Expertise
Fee options
Financial planning flat fee between $500 and $25,000
$0 - $2,000,000: 1.00% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
Main office
5209 Burnet Road, Suite 200
Austin TX 78756
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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