Jack Tamez
BirdRock Wealth Management · Austin, Texas
Jack Tamez is a fee-only financial advisor at BirdRock Wealth Management in Austin, Texas. Jack focuses on divorce financial planning, retirement planning and founders (pre-exit). BirdRock Wealth Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Jack →
Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
- Founders
- Pre-retirees
Facts
| Firm | BirdRock Wealth Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $146.3M across 425 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5274692 |
| Exams passed | Series 63 (2007) · Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.birdrockwealth.com |
Request an introduction to Jack
Tell Jack a little about what you're looking for. Jack 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 Jack
Is Jack Tamez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and BirdRock Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack's firm, BirdRock Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jack Tamez based?
Jack Tamez is based in Austin, Texas.
What does Jack specialize in?
Jack's specialties include divorce financial planning, retirement planning and founders (pre-exit). Jack works with mid-life transitions, divorced individuals, founders and pre-retirees.
Is Jack Tamez registered with the SEC?
Yes. Jack Tamez is registered as an investment adviser representative in TX (CRD 5274692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BirdRock Wealth Management manage?
BirdRock Wealth Management reports $146.3M across 425 accounts in assets under management.
How do I contact Jack Tamez?
Through Jack's website, www.birdrockwealth.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
- BirdRock Wealth Management 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.