Strada Wealth Management, LLC logo

Strada Wealth Management, LLC

Updated today

Client AUM

$30,862,907

Clients

27

Advisors

2

across 2 offices

About

Strada Wealth Management serves individual and high‑net‑worth clients with financial planning, discretionary portfolio management, and a specialized marital‑matters practice. The firm combines ongoing planning engagements with an investment management program and may recommend third‑party money managers as part of its services.

The firm uses a mix of charting, fundamental, and technical analysis and employs strategies that range from long‑term investing to more active techniques such as short‑term trading, options and margin transactions. Financial planning engagements begin with onboarding and data gathering, include scheduled strategy sessions and regular market updates, and client accounts are reviewed at least annually by the firm’s principal.

Compared with many peers, Strada relies on hourly, flat‑fee and retainer billing arrangements rather than charging percentage‑of‑assets fees, an uncommon fee model among supported firms. It also emphasizes client education through its planning platform, market updates and strategy sessions and maintains a dedicated practice for marital‑transition matters, including a certified divorce‑financial analysis service and separate engagement terms.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Family marital matter consulting

Expertise

Medicare planning Retirement income strategy

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Fee options

Fixed

Independent clients pay $500 monthly flat fee; Investment Management Program fees are flat fees based on net worth tiers ranging from $15,000 to $45,000 quarterly

Percentage

$2,000,000 - $3,500,000: $15,000 flat fee quarterly $3,500,001 - $5,000,000: $17,000 flat fee quarterly $5,000,001 - $7,500,000: $20,000 flat fee quarterly $7,500,001 - $10,000,000: $25,000 flat fee quarterly $10,000,001 - $15,000,000: $30,000 flat fee quarterly $15,000,001+: $45,000 flat fee quarterly

Project-based

$195/hour for paraplanner work; $400/hour for principal planner work; $400-$600/hour for principal analyst in marital matters

Subscriptions

Independent clients pay $500 monthly fee

Other

Account minimum: $2,000,000 Minimum fee: $450 onboarding fee for financial planning; $5,000 - $10,000 retainer for marital matters Fee-only: Financial planning billed at $195/hour for paraplanner work and $400/hour for principal planner work; Independent clients billed $500 monthly flat fee; Marital matters billed $400-$600 per hour for principal analyst

Main office

See office

3701 Bee Caves Rd, Ste 104

Austin TX 78746

Advisors at this office

1

Most active in

Texas · West Virginia

Also doing business as

Failla Financial Management LLC · Failla Financial Management, LLC · Strada Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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