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Financial Advisors Austin, TX

Latest update: August 20, 2021

Population987,908
State Income Tax0.00%
Median Home Price$521,833
City Sales Tax8.25%

Austin is the capital of Texas and is the forth largest city. Austin has increasing diversity and a rapidly growing population.

Find a financial advisor in Austin, TX

With the city growth Austin, Texas, is experiencing, there is a large demand for financial planning services. Choosing the right financial advisor can be difficult. We have gathered a list of the best financial advisors in Austin based on client reviews, SEC filings and asset requirements.

Find a financial advisor that fits your needs
Austin Wealth Management logo

Austin Wealth Management

  • Assets Managed: $205.6 Million
  • Minimum Assets: N/A

Austin Wealth Management has a team that provides client access to tax advisors, bankers, attorneys, CPAs, accountants and insurance brokers. Wealth management services are based on three core principles of education, advocacy and accountability.

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REAP Financial Planner logo

REAP Financial Planner

  • Assets Managed: $234.9
  • Minimum Assets: N/A

REAP Financial Planner specializes in retirement planning, estate planning and asset protection. Other services include tax mitigation, wealth management and investment management.

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Proper Wealth Management logo

Proper Wealth Management

  • Assets Managed: $52.2 Million
  • Minimum Assets: N/A

Proper Wealth Management is a one-advisor team that works in several areas, including oversight, balance sheet scrutiny, investments and financial project management. It is fee-only, meaning it doesn’t earn commissions off investments.

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Nest Financial logo

Nest Financial

  • Assets Managed: $24 Million
  • Minimum Assets: N/A

Nest Financial offers a no-obligation financial review to prospective clients. It specializes in wealth management, financial education and planning, and employee benefits and financial education.

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Century Management Financial Advisors logo

Century Management Financial Advisors

  • Assets Managed: $618.2 Million
  • Minimum Assets: N/A

Century Management Financial Advisors is a wealth management firm that generally does not require an account minimum to start services. It is fee-based, meaning that it receives commissions for investments made.

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Durbin Bennett Private Wealth Management logo

Durbin Bennett Private Wealth Management

  • Assets Managed: $1.3 Billion
  • Minimum Assets: $1 Million

Durbin Bennett Private Wealth Management is best for clients who already have $1 million available to invest. It provides services in investment management, retirement planning, estate planning, private placement life insurance, charitable giving and risk management.

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Bearing Financial Advisors logo

Bearing Financial Advisors

  • Assets Managed: $62.5 Million
  • Minimum Assets: N/A

Bearing Financial Advisors specializes in retirement, tax, insurance, investment and estate planning. It doesn’t require a minimum asset amount to receive services, which is a benefit.

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Dimensional Fund Advisors logo

Dimensional Fund Advisors

  • Assets Managed: $637 Billion
  • Minimum Assets: Varies

Dimensional Fund Advisors is a global assets and investment management firm. It works with individuals, financial advisors, institutions and retirement advisors.

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Centennial Advisors logo

Centennial Advisors

  • Assets Managed: $75 Million
  • Minimum Assets: N/A

Centennial Advisors offers fiduciary-based financial planning services, meaning it is legally bound to act in the client’s best interest at all times. It specializes in retirement planning.

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Lucien, Stirling & Gray Advisory Group logo

Lucien, Stirling & Gray Advisory Group

  • Assets Managed: $173.5 Million
  • Minimum Assets: N/A

Lucien, Stirling & Gray Advisory Group is an independent, locally owned financial advisory firm. It serves clients like retirees, independent women and professional accumulators.

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Financial Advisor Reviews Austin, TX


Austin Wealth Management

Austin Wealth Management specializes in financial planning, investment management and 401(k) planning. 401(k) services help clients make retirement accounts affordable and friendly. Financial planning services can help clients with paying down debt, kids’ expenses, insurance coverage and building wealth. The investment piece of the firm helps with defining a purpose of investments and makes a roadmap for success.

The firm does not require an asset minimum. This is great for those who are just getting started with asset management. The firm prides itself on not having quotas to meet, so clients don’t get pushy advisors. Additionally, the team can coordinate with outside advisors, CPAs and representatives for a well-rounded experience.

Austin Wealth Management
Assets Managed $205.6 Million
Minimum Assets N/A
Number of Advisors 8
Fee Structure Fee-Based
Address 1301 S. Capital of Texas Highway
Suite C-210
Austin, TX 78746

REAP Financial Planner

REAP Financial Planner is a firm that has specialties in estate planning, asset protection and retirement planning. It also assists clients with legacy planning and tax mitigation. Advisors work off a five-step process of an initial discovery meeting, an investment plan meeting, a mutual commitment meeting, a follow-up meeting and regular progress meetings. This well-defined plan has helped streamline processes and exceed client expectations.

A positive thing about the firm is that it does not require a minimum amount of assets for clients to receive services. REAP Financial Planner currently manages $234.9 million in assets.

REAP Financial Planner
Assets Managed $234.9 Million
Minimum Assets N/A
Number of Advisors 4
Fee Structure Fee-Only
Address 9414 Anderson Mill Road
Austin, TX 78729

Proper Wealth Management

Proper Wealth Management is a small firm, with assets under management at around $52.2 million. It specializes in financial roadmaps and investment strategies. Clients can expect a fee-only experience, which means that the firm does not earn commissions based on the investments made and recommended. This allows for better transparency and minimizes conflicts of interest.

Proper Wealth Management can also assist in general financial consulting, insurance and estate planning, charitable giving strategies, banking solutions and network resources. The firm has a very detailed layout of how services work and the process. This includes daily, monthly, quarterly, semiannual, annual and biennial checkpoints. Prospective clients can request an appointment online or check out new client information on its website.

Proper Wealth Management
Assets Managed $52.2 Million
Minimum Assets N/A
Number of Advisors 1
Fee Structure Fee-Only
Address 600 Congress Ave
Suite 1400
Austin, TX 78701

Nest Financial

Nest Financial is a three-person team of financial advisors. It offers services in financial education, planning, wealth management and employee benefits. Under financial education and planning, clients can expect a five-step process of discovery, education, planning, adjustment and repeat as long as the client is with the firm. With wealth management, services include building a client’s legacy with guidance each step of the way.

Nest Financial has a client portal online. Prospective clients can request to set up a meeting online as well.

Nest Financial
Assets Managed $24 Million
Minimum Assets N/A
Number of Advisors 3
Fee Structure Fee-Only
Address 5323 Levander Loop
Suite 104
Austin, TX 78702

Century Management Financial Advisors

Century Management Financial Advisors specializes in wealth planning and investment strategies. It is fee-based. This means the firm receives commissions on top of the fees it charges clients. Services under wealth planning include a four-step process to design and implement a specific, targeted plan. Investment strategy services include investments in stocks, mutual funds, ETFs and bonds.

The firm offers a free risk analysis on its website. It also does not generally have a minimum asset requirement for clients to receive services. This is beneficial because it opens up a lot of opportunities to those who are getting started on growing wealth and financial planning.

Century Management Financial Advisors
Assets Managed $618.2 Million
Minimum Assets N/A
Number of Advisors 21
Fee Structure Fee-Based
Address 805 Las Cimas Parkway
Suite 430
Austin, TX 78746

Durbin Bennett Private Wealth Management

Durbin Bennett Private Wealth Management was started by entrepreneurs. It has a background of working with families, individuals and business owners, from startups to Fortune 500 executives. Because of its broad expertise, it offers a wide range of services. Each service is tailored to the client’s unique circumstances.

Services the firm offers include managing generational wealth, retirement planning, investment planning, estate planning, tax planning and life insurance. Additionally, the firm can help with risk management. It is fee-only, which means it does not receive outside commissions. This puts the client’s interest at the forefront always.

Durbin Bennett Private Wealth Management
Assets Managed $1.3 Billion
Minimum Assets $1 Million
Number of Advisors 17
Fee Structure Fee-Only
Address 1601 S. MoPac Expressway
Suite 125D
Austin, TX 78746

Bearing Financial Advisors

Bearing Financial Advisors focuses on financial planning that has several aspects. Its team specializes in tax, retirement, insurance, investment and estate planning. After creating tailored portfolios, the firm goes a step beyond by tactically managing the portfolio and providing consistent updates.

Additionally, Bearing Financial Advisors does not require a minimum amount of assets to begin services. This is a great benefit for those who are in varying stages of wealth management. The firm currently has around $62.5 million in assets under its management.

Bearing Financial Advisors
Assets Managed $62.5 Million
Minimum Assets N/A
Number of Advisors 2
Fee Structure Varies
Address 9390 Research Blvd
Kaleido I Suite 330
Austin, TX 78759

Dimensional Fund Advisors

Dimensional Fund Advisors is a large assets management company. It is global, but it has an office in Austin. Because of its size, clients range from individuals to large corporations. Individuals can receive services by working through a select group of financial advisors. Financial advisors can work with the firm to grow their business and connect with individuals.

Dimensional Fund Advisors is not best for individuals looking for financial planning and wealth management. Instead it has a focus on investing and helping financial advisors grow their clientele. The firm manages an impressive $637 billion in assets. It has more than 1,400 employees worldwide. It is a fee-only firm, meaning it does not receive outside commissions. The minimum assets amount required to work with Dimensional Fund Advisors varies.

Dimensional Fund Advisors
Assets Managed $637 Billion
Minimum Assets Varies
Number of Advisors 275
Fee Structure Fee-Only
Address 6300 Bee Cave Road
Building One
Austin, TX 78746

Centennial Advisors

Centennial Advisors is a fiduciary-based financial planning firm. It has offices in three areas of Texas. The firm has a special focus on retirement planning and services. It focuses on prosperity planning, with an emphasis on income, investments, family, taxes and health care.

The team is made up of eight advisors. All advisors share the passion to set up clients for a successful retirement. The firm is fee-only. This means it does not receive outside commissions, and it is legally bound to always put client interest ahead of firm interest.

Centennial Advisors
Assets Managed $75 Million
Minimum Assets N/A
Number of Advisors 8
Fee Structure Fee-Only
Address 10815 Ranch Road
2222 Building 3C, Suite 200
Austin, TX 78730

Lucien, Stirling & Gray Advisory Group

Lucien, Stirling & Gray Advisory Group provides financial advisory services to a variety of clients. Clients are recent retirees or those looking toward retirement, independent women and professional accumulators. Services available include fee-only financial planning and asset management. Fee-only means the firm does not receive outside commissions. This ensures the client’s best interest always comes first.

Financial planning services include a six-step process of discovery all the way through monitoring and adjusting as needed. Asset management includes handling the details of account setups, transfers, policy design and portfolio allocations. This gives the firm a goal of minimizing client worry while maximizing trust and confidence.

Lucien, Stirling & Gray Advisory Group
Assets Managed $173.5 Million
Minimum Assets N/A
Number of Advisors 3
Fee Structure Fee-Only
Address 7800 N. MoPac Expressway
Suite 340
Austin, TX 78759

 

Conclusion

 

When choosing a financial advisor it’s important to research your options. We recommend speaking with at least three advisors and preparing a list of questions to ensure you have explored all options and know what to expect.

We researched the best advisors in Austin, TX, with options for all situations and compiled our list to include all the important information when making a decision. We’ve included professionals that serve clients of all asset levels.

 

Austin, TX Financial Advisors
Company Assets Managed Minimum Assets Fee Structure
Austin Wealth Management $205.6 Million N/A Fee-Based
REAP Financial Planner $234.9 Million N/A Fee-Only
Proper Wealth Management $52.2 Million N/A Fee-Only
Nest Financial $24 Million N/A Fee-Only
Century Management Financial Advisors $618.2 Million N/A Fee-Based
Durbin Bennett Private Wealth Management $1.3 Billion $1 Million Fee-Only
Bearing Financial Advisors $62.5 Million N/A Varies
Dimensional Fund Advisors $637 Billion Varies Fee-Only
Centennial Advisors $75 Million N/A Fee-Only
Lucien, Stirling & Gray Advisory Group $173.5 Million N/A Fee-Only

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