Aaron Buckholtz
Century Management Financial Advisors · Austin, Texas
Aaron Buckholtz is a fee-only financial advisor at Century Management Financial Advisors in Austin, Texas, who holds the CFA credential. Aaron focuses on retirement planning, estate & legacy planning and tax planning. Century Management Financial Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Century Management Financial Advisors |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Accepting new clients | Yes |
| Assets under management | $679.5M across 737 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 1561666 |
| Exams passed | Series 63 (1986) · Series 65 (1995) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | centman.com |
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Questions about Aaron
Is Aaron Buckholtz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Century Management Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Century Management Financial Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Aaron Buckholtz based?
Aaron Buckholtz is based in Austin, Texas.
What does Aaron specialize in?
Aaron's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation, divorce financial planning and small business owners. Aaron works with founders.
What credentials does Aaron Buckholtz hold?
Aaron Buckholtz holds the CFA credential.
Is Aaron Buckholtz registered with the SEC?
Yes. Aaron Buckholtz is registered as an investment adviser representative in TX (CRD 1561666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Century Management Financial Advisors manage?
Century Management Financial Advisors reports $679.5M across 737 accounts in assets under management.
How do I contact Aaron Buckholtz?
Through Aaron's website, centman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Century Management Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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