Financial Advisors Austin, TX

Financial Advisor Reviews Austin, TX

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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 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 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 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 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 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

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