Ismail, Mustafa
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-only financial planning and investment education to individuals and high‑net‑worth individuals. It operates on an hourly planning model and does not provide discretionary portfolio management, custody of client funds, or execute trades for client accounts; clients are expected to implement recommendations independently.
Its advisory approach draws on fundamental, technical, and cyclical analysis and emphasizes long‑term diversification, expense reduction, and explicit discussion of investment risks. Typical planning topics include asset allocation and investing, retirement accounts and rollovers, college savings, debt management, insurance, and tax considerations, with plan reviews performed upon client request.
What is uncommon for a peer independent adviser is that the firm does not offer portfolio management for individuals and does not use percentage‑of‑AUM fees, instead focusing on standalone, hourly advice; the firm also reported having no clients and no assets under management as of the brochure date. The owner’s prior career in technology and the firm’s disclosed policy that personal holdings may overlap with securities discussed with clients are additional distinctive governance and background details.
Client services
Expertise
Fee options
$250 per hour
Fee-only: $250 per hour hourly financial planning fee
Main office
Cedar Park TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Ismail, Mustafa · Ismail, Mustafa Khalid · Mustafa Ismail
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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