Austin Koplan
PYA Waltman Capital · Knoxville, Tennessee
Austin Koplan is a fee-only financial advisor at PYA Waltman Capital in Knoxville, Tennessee. Austin focuses on retirement planning, estate & legacy planning and tax planning. PYA Waltman Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Austin →
Specialties
Facts
| Firm | PYA Waltman Capital |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.01B across 1,528 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7379870 |
| Exams passed | Series 65 (2021) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.pyawaltman.com |
How Austin's firm compares
- PYA Waltman Capital's average account is about $658,000, from its Form ADV (assets managed divided by 1,528 accounts).
Request an introduction to Austin
Tell Austin a little about what you're looking for. Austin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Austin
Is Austin Koplan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and PYA Waltman Capital 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, PYA Waltman Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Austin Koplan based?
Austin Koplan is based in Knoxville, Tennessee.
What does Austin specialize in?
Austin's specialties include retirement planning, estate & legacy planning and tax planning.
Is Austin Koplan registered with the SEC?
Yes. Austin Koplan is registered as an investment adviser representative in TN (CRD 7379870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PYA Waltman Capital manage?
PYA Waltman Capital reports $1.01B across 1,528 accounts in assets under management.
How do I contact Austin Koplan?
Through Austin's website, www.pyawaltman.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
- PYA Waltman Capital 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.
See something wrong? Request a correction. Read our methodology.