# Audrey Soza

> Audrey Soza is a fee-only financial advisor at Custos Family Office in Austin, Texas. Audrey focuses on family wealth transfer, retirement planning and estate & legacy planning. Custos Family Office reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/audrey-soza/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Custos Family Office
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $346.6M across 229 accounts
- **Specialties:** Family wealth transfer, Retirement planning, Estate & legacy planning
- **Works with:** High earners, Multi-generational families
- **CRD:** 6160931 (https://adviserinfo.sec.gov/individual/summary/6160931)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2013), Series 66 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.custosfo.com

## Frequently asked questions

### Is Audrey Soza a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Audrey holds no broker registration, and Custos Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Audrey charge for financial advice?

Audrey's firm, Custos Family Office, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Audrey Soza based?

Audrey Soza is based in Austin, Texas.

### What does Audrey specialize in?

Audrey's specialties include family wealth transfer, retirement planning and estate & legacy planning. Audrey works with high earners and multi-generational families.

### Is Audrey Soza registered with the SEC?

Yes. Audrey Soza is registered as an investment adviser representative in TX (CRD 6160931), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Custos Family Office manage?

Custos Family Office reports $346.6M across 229 accounts in assets under management.

### How do I contact Audrey Soza?

Through Audrey's website, www.custosfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6160931): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://custosfo.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.