Stephanie Boeke
BirdRock Wealth Management · Austin, Texas
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.
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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 6121837 |
| Exams passed | Series 65 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.birdrockwealth.com |
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Questions about Stephanie
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.
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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