Firm
Austin Asset
Austin, Texas
Fee-only
Austin Asset at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 14 advisors are listed here; 11 of 14 hold the CFP.
- Its Form ADV reports 21 employees and 447 individual clients, 355 of them high net worth.
- Its average account is about $948,000 (assets it manages divided by its 1,974 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | austinasset.com |
| [email protected] | |
| Phone | (512) 453-6622 |
Austin Asset fees
Austin Asset doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.9 billion |
| Individual clients | 92 |
| High-net-worth clients | 355 |
| Accounts managed | 1,974 |
| Employees | 21 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-32217) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 105441 |