Austin Ort
IRA Group · Atlanta, Georgia
Austin Ort is a fee-only financial advisor at IRA Group in Atlanta, Georgia, who holds the ChFC credential. IRA Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Austin →
Facts
| Firm | IRA Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $15.42B across 691 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in GA · CRD 2535495 |
| Exams passed | Series 63 (2007) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.iragroup.com |
How Austin's firm compares
- IRA Group's average account is about $22.3 million, from its Form ADV (assets managed divided by 691 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 Ort a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and IRA Group 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, IRA Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Austin Ort based?
Austin Ort is based in Atlanta, Georgia.
What credentials does Austin Ort hold?
Austin Ort holds the ChFC credential.
Is Austin Ort registered with the SEC?
Yes. Austin Ort is registered as an investment adviser representative in GA (CRD 2535495), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRA Group manage?
IRA Group reports $15.42B across 691 accounts in assets under management.
How do I contact Austin Ort?
Through Austin's website, www.iragroup.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
- 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.