Austin Caswell
Integrated Wealth Strategies · Austin, Texas
Austin Caswell is a fee-only financial advisor at Integrated Wealth Strategies in Austin, Texas. Austin focuses on retirement planning and small business owners. Integrated Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Executives
Facts
| Firm | Integrated Wealth Strategies |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $151.7M across 546 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5806108 |
| Exams passed | Series 65 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wealthadvise.com |
| Profile |
How Austin's firm compares
- Integrated Wealth Strategies's average account is about $278,000, from its Form ADV (assets managed divided by 546 accounts).
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Questions about Austin
Is Austin Caswell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and Integrated Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Austin charge for financial advice?
Austin's firm, Integrated Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Austin Caswell based?
Austin Caswell is based in Austin, Texas.
What does Austin specialize in?
Austin's specialties include retirement planning and small business owners. Austin works with retirees, pre-retirees, founders and executives.
Is Austin Caswell registered with the SEC?
Yes. Austin Caswell is registered as an investment adviser representative in TX (CRD 5806108), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrated Wealth Strategies manage?
Integrated Wealth Strategies reports $151.7M across 546 accounts in assets under management.
How do I contact Austin Caswell?
Through Austin's website, wealthadvise.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
- Integrated Wealth Strategies 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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