Austin, TX Office

Real Wealth Planning is a state-registered advisory firm that serves individuals (including high-net-worth households), employer plan sponsors, nonprofit organizations, and business owners, operating with a small client roster and roughly $37 million in discretionary assets. Its core services include ongoing comprehensive financial planning with integrated investment management, project-based planning, employee benefit plan consulting, and nonprofit advisory work.

The firm primarily implements passive, systematic investment management—building multi‑asset class portfolios with index mutual funds and ETFs—and provides discretionary portfolio management guided by individualized investment policies and risk tolerance. Comprehensive planning engagements emphasize implementation and year‑round monitoring and include business-owner consulting when private business or complex assets are part of a client’s situation.

Compared with many peers, Real Wealth Planning regularly offers educational seminars and speaking engagements and works with a range of third‑party product platforms (for example, Guideline/Saveday for employer plans, my529 for 529 plans, and Health Equity for HSAs), while disclosing it does not accept outside compensation for product sales. As a small supported firm whose advisors have prior experience at research-driven institutional firms, it combines an academic, index-based approach with client education and specialized nonprofit and plan-sponsor services that are less common among similar advisers.