Kurt Gunter
Lake Hills Wealth Management · Austin, Texas
Kurt Gunter is a fee-only financial advisor at Lake Hills Wealth Management in Austin, Texas. Kurt focuses on retirement planning, estate & legacy planning and tax planning. Lake Hills Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- Physicians
Facts
| Firm | Lake Hills Wealth Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $206.9M across 749 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2747789 |
| Exams passed | Series 63 (1996) · Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.lakehillswm.com |
| Profile |
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Questions about Kurt
Is Kurt Gunter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kurt holds no broker registration, and Lake Hills Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kurt charge for financial advice?
Kurt's firm, Lake Hills Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kurt Gunter based?
Kurt Gunter is based in Austin, Texas.
What does Kurt specialize in?
Kurt's specialties include retirement planning, estate & legacy planning, tax planning, physicians & residents, founders (pre-exit) and family wealth transfer. Kurt works with founders, executives, multi-generational families and physicians.
Is Kurt Gunter registered with the SEC?
Yes. Kurt Gunter is registered as an investment adviser representative in TX (CRD 2747789), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Lake Hills Wealth Management manage?
Lake Hills Wealth Management reports $206.9M across 749 accounts in assets under management.
How do I contact Kurt Gunter?
Through Kurt's website, www.lakehillswm.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
- Lake Hills 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.
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