Steven Aycock
Austin Money Management · Austin, Texas
Steven Aycock is a fee-only financial advisor at Austin Money Management in Austin, Texas, who holds the CFP credential. Steven focuses on estate & legacy planning, founders (pre-exit) and family wealth transfer. Austin Money Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Austin Money Management |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $296.1M across 276 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 3092096 |
| Exams passed | Series 63 (1998) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.austinmoneymanagement.com |
| Profile |
How Steven's firm compares
- Austin Money Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 276 accounts).
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Questions about Steven
Is Steven Aycock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Austin Money Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Austin Money Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Aycock based?
Steven Aycock is based in Austin, Texas.
What does Steven specialize in?
Steven's specialties include estate & legacy planning, founders (pre-exit) and family wealth transfer.
What credentials does Steven Aycock hold?
Steven Aycock holds the CFP credential.
Is Steven Aycock registered with the SEC?
Yes. Steven Aycock is registered as an investment adviser representative in TX (CRD 3092096), 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 Austin Money Management manage?
Austin Money Management reports $296.1M across 276 accounts in assets under management.
How do I contact Steven Aycock?
Through Steven's website, www.austinmoneymanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on estate & legacy planning
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
- Austin Money 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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