Austin, TX Office

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Gannett Wealth Advisors

Team

Firm-wide stats for Gannett Wealth Advisors

Total advisors

5

Across 5 offices

Clients per advisor

27 Very Low

Avg AUM per client

$658,273 Low

HNW client ratio

93% Very High

About

Gannett Wealth Advisors is a fee‑only, SEC‑registered investment adviser serving individuals (including high‑net‑worth clients), charitable organizations, and employer retirement plans. The firm provides ongoing wealth management, project‑based financial planning, retirement plan consulting and management, a subadvisor managed account program, and tax return preparation services.

The firm develops individualized investment policies and asset‑allocation targets, implements discretionary portfolio management with quarterly reviews and an annual service calendar, and blends passive and active strategies. Gannett may use Outside Managers and a Subadvisor program that can employ options and futures, and it incorporates bitcoin review and analysis into comprehensive planning where relevant.

Distinctive features include a multi‑office structure with five offices and 100% ownership by Gannett Trust Company, LLC, an affiliated trust company that can offer separate custody and trustee services — including custody for securities and bitcoin — under separate agreements. The firm also includes tax preparation for wealth management clients who elect that service and offers client programs such as an Inheritance Boot Camp bundled with an Unchained Vault subscription, reflecting an unusual combination of trust‑affiliated custody options and crypto‑related services for a team of this size.

Based on Gannett Wealth Advisors

Expertise

Retirement income strategy Charitable giving & philanthropy Business exit / sale strategy Cash flow / budgeting

Based on Gannett Wealth Advisors

Occupation focus

Founder/Business Owner Executive

Based on Gannett Wealth Advisors

Location

Austin TX

Advisors at this office

1

View complete list of advisors at this office
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