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Advisor

Arif Ali

AA Wealth Strategies · Austin, Texas

Arif Ali is a fee-only financial advisor at AA Wealth Strategies in Austin, Texas. AA Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmAA Wealth Strategies
Based in Austin, Texas
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$31.3M across 71 accounts
SEC registration Investment adviser representative in TX · CRD 6416987
Exams passedSeries 65 (2014)
Firm size1 employee
Disclosures None reported
Websitewww.aa-cpatax.com
LinkedInProfile

How Arif's firm compares

  • AA Wealth Strategies's average account is about $441,000, from its Form ADV (assets managed divided by 71 accounts).

What fee-only advisors charge in Texas

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Questions about Arif

Is Arif Ali a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Arif holds no broker registration, and AA Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Arif charge for financial advice?

Arif's firm, AA Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Arif Ali based?

Arif Ali is based in Austin, Texas.

Is Arif Ali registered with the SEC?

Yes. Arif Ali is registered as an investment adviser representative in TX (CRD 6416987), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does AA Wealth Strategies manage?

AA Wealth Strategies reports $31.3M across 71 accounts in assets under management.

How do I contact Arif Ali?

Through Arif's website, www.aa-cpatax.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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