Autumn Lax
360 Wealth Creation · Austin, Texas
Autumn Lax is a fee-only financial advisor at 360 Wealth Creation in Austin, Texas, who holds the CFP credential. Autumn charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation and tax planning.
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Specialties
Facts
| Firm | 360 Wealth Creation |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 5501000 |
| Exams passed | Series 63 (2008) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | 360wealthcreation.com |
| Profile |
How Autumn's firm compares
- Ongoing planning starts at $5,000 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
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Questions about Autumn
Is Autumn Lax a fee-only financial advisor?
Yes. Autumn Lax is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Autumn's firm.
How does Autumn charge for financial advice?
Autumn charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Autumn charge?
According to 360 Wealth Creation's website, checked October 28, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Autumn Lax based?
Autumn Lax is based in Austin, Texas.
What does Autumn specialize in?
Autumn's specialties include equity compensation and tax planning.
What credentials does Autumn Lax hold?
Autumn Lax holds the CFP credential.
Is Autumn Lax registered with the SEC?
Yes. Autumn Lax is registered as an investment adviser representative in CA, NY and TX (CRD 5501000), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Autumn Lax?
Through Autumn's website, 360wealthcreation.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 360 Wealth Creation website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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