Jeffrey Broadhurst
Broadhurst Financial Advisors · Austin, Texas
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.
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Specialties
Who they serve
- Founders
- Physicians
- Executives
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 |
| Assets under management | $128.4M across 259 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 3267399 |
| Exams passed | Series 63 (1999) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.broadhurstfinancial.com |
| Profile |
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Questions about Jeffrey
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.
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
- Broadhurst Financial Advisors 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.
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