Alexis Garza
Austin Asset · Austin, Texas
Alexis Garza is a fee-only financial advisor at Austin Asset in Austin, Texas, who holds the CFP credential. Austin Asset reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Austin Asset |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.87B across 1,974 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6960313 |
| Exams passed | Series 66 (2019) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | ehehman.com |
How Alexis's firm compares
- Austin Asset's average account is about $948,000, from its Form ADV (assets managed divided by 1,974 accounts).
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Questions about Alexis
Is Alexis Garza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexis holds no broker registration, and Austin Asset reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexis charge for financial advice?
Alexis's firm, Austin Asset, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Alexis Garza based?
Alexis Garza is based in Austin, Texas.
What credentials does Alexis Garza hold?
Alexis Garza holds the CFP credential.
Is Alexis Garza registered with the SEC?
Yes. Alexis Garza is registered as an investment adviser representative in TX (CRD 6960313), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Austin Asset manage?
Austin Asset reports $1.87B across 1,974 accounts in assets under management.
How do I contact Alexis Garza?
Through Alexis's website, ehehman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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
- 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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