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Wellspent public graph/Firms/Austin Money Management
Firm

Austin Money Management

Austin, Texas

Fee-only

Austin Money Management at a glance

  • One of 690 fee-only firms based in Texas in the Wellspent graph.
  • 2 advisors are listed here; 1 of 2 hold the CFP.
  • Its Form ADV reports 2 employees and 72 individual clients, 68 of them high net worth.
  • Its average account is about $1.1 million (assets it manages divided by its 276 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Based inAustin, Texas
Websiteaustinmoneymanagement.com
Phone(512) 607-5008

Austin Money Management fees

Austin Money Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$296 million
Individual clients4
High-net-worth clients68
Accounts managed276
Employees2
Planning clients0
Registered withThe SEC (801-118056)
Financial planningOffered
Form ADV filedMay 26, 2026
SEC recordCRD 302038

Advisors at this firm (2)

Other fee-only firms in Austin

Fee-only advisors in Texas