John Brodnax
Texas Asset Management · Lakeway, Texas
John Brodnax is a fee-only financial advisor at Texas Asset Management in Lakeway, Texas, who holds the CFP credential. John charges a percentage of assets.
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Facts
| Firm | Texas Asset Management |
|---|---|
| Based in | Lakeway, Texas |
| Fee model | Percentage of assets |
| Assets under management | $64.6M across 106 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4449937 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.texasasset.com |
| Profile |
How John's firm compares
- Texas Asset Management's average account is about $610,000, from its Form ADV (assets managed divided by 106 accounts).
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Questions about John
Is John Brodnax a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Texas Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets.
Where is John Brodnax based?
John Brodnax is based in Lakeway, Texas.
What credentials does John Brodnax hold?
John Brodnax holds the CFP credential.
Is John Brodnax registered with the SEC?
Yes. John Brodnax is registered as an investment adviser representative in TX (CRD 4449937), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Texas Asset Management manage?
Texas Asset Management reports $64.6M across 106 accounts in assets under management.
How do I contact John Brodnax?
Through John's website, www.texasasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lakeway
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
- Texas Asset 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.
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