Brian Cox
Astoria Strategic Wealth · New Braunfels, Texas
Brian Cox is a fee-only financial advisor at Astoria Strategic Wealth in New Braunfels, Texas, who holds the CFP credential. Astoria Strategic Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Astoria Strategic Wealth |
|---|---|
| Based in | New Braunfels, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $482.5M across 1,021 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4705035 |
| Exams passed | Series 63 (2003) · Series 65 (2012) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pauleyfinancial.com |
How Brian's firm compares
- Astoria Strategic Wealth's average account is about $473,000, from its Form ADV (assets managed divided by 1,021 accounts).
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Questions about Brian
Is Brian Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Astoria Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Astoria Strategic Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Cox based?
Brian Cox is based in New Braunfels, Texas.
What credentials does Brian Cox hold?
Brian Cox holds the CFP credential.
Is Brian Cox registered with the SEC?
Yes. Brian Cox is registered as an investment adviser representative in TX (CRD 4705035), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astoria Strategic Wealth manage?
Astoria Strategic Wealth reports $482.5M across 1,021 accounts in assets under management.
How do I contact Brian Cox?
Through Brian's website, www.pauleyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Braunfels
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.
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