# Jeffrey Broadhurst

> Jeffrey Broadhurst is a fee-only financial advisor at Broadhurst Financial Advisors in Austin, Texas, who holds the CFP and CFA credentials. Jeffrey focuses on small business owners, founders (pre-exit) and estate & legacy planning. Broadhurst Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-broadhurst/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Broadhurst Financial Advisors
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $128.4M across 259 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Small business owners, Founders (pre-exit), Estate & legacy planning, Tax planning
- **Works with:** Founders, Physicians, Executives
- **CRD:** 3267399 (https://adviserinfo.sec.gov/individual/summary/3267399)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1999), Series 65 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.broadhurstfinancial.com/

## Frequently asked questions

### Is Jeffrey Broadhurst a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Broadhurst Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Broadhurst Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Broadhurst based?

Jeffrey Broadhurst is based in Austin, Texas.

### What does Jeffrey specialize in?

Jeffrey's specialties include small business owners, founders (pre-exit), estate & legacy planning and tax planning. Jeffrey works with founders, physicians and executives.

### What credentials does Jeffrey Broadhurst hold?

Jeffrey Broadhurst holds the CFP and CFA credentials.

### Is Jeffrey Broadhurst registered with the SEC?

Yes. Jeffrey Broadhurst is registered as an investment adviser representative in PA and TX (CRD 3267399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Broadhurst Financial Advisors manage?

Broadhurst Financial Advisors reports $128.4M across 259 accounts in assets under management.

### How do I contact Jeffrey Broadhurst?

Through Jeffrey's website, www.broadhurstfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3267399): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://broadhurstfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.