# Stephanie Boeke

> Stephanie Boeke is a fee-only financial advisor at BirdRock Wealth Management in Austin, Texas. Stephanie focuses on divorce financial planning, retirement planning and founders (pre-exit). BirdRock Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** BirdRock Wealth Management
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $146.3M across 425 accounts
- **Specialties:** Divorce financial planning, Retirement planning, Founders (pre-exit)
- **Works with:** Mid-life transitions, Divorced individuals, Founders, Pre-retirees
- **CRD:** 6121837 (https://adviserinfo.sec.gov/individual/summary/6121837)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2013)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.birdrockwealth.com

## Frequently asked questions

### Is Stephanie Boeke a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephanie 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 Stephanie charge for financial advice?

Stephanie's firm, BirdRock Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stephanie Boeke based?

Stephanie Boeke is based in Austin, Texas.

### What does Stephanie specialize in?

Stephanie's specialties include divorce financial planning, retirement planning and founders (pre-exit). Stephanie works with mid-life transitions, divorced individuals, founders and pre-retirees.

### Is Stephanie Boeke registered with the SEC?

Yes. Stephanie Boeke is registered as an investment adviser representative in TX (CRD 6121837), 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 Stephanie Boeke?

Through Stephanie's website, www.birdrockwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6121837): 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://birdrockwealth.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.