Mason Ning
BirdRock Wealth Management · Austin, Texas
Mason Ning is a fee-only financial advisor at BirdRock Wealth Management in Austin, Texas. Mason focuses on divorce financial planning, retirement planning and founders (pre-exit). BirdRock Wealth Management reports charging a percentage of assets on its Form ADV.
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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 8206035 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.birdrockwealth.com |
| Profile |
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Questions about Mason
Is Mason Ning a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mason 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 Mason charge for financial advice?
Mason's firm, BirdRock Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mason Ning based?
Mason Ning is based in Austin, Texas.
What does Mason specialize in?
Mason's specialties include divorce financial planning, retirement planning and founders (pre-exit). Mason works with mid-life transitions, divorced individuals, founders and pre-retirees.
Is Mason Ning registered with the SEC?
Yes. Mason Ning is registered as an investment adviser representative in TX (CRD 8206035), 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 Mason Ning?
Through Mason'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.
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