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Top Financial Planners in Austin - 2024

LAST UPDATED 20 Apr, 2024
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List of the Top Financial Planners in Austin

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We are a company that specializes in investing your money into the right places to maximize profits. We do this by researching the best investment opportunities and giving you a personalized, objective-based portfolio of stocks tailored just for you.
REAP Financial is a company that specializes in risk-averse investment strategies for retired individuals and those who are approaching retirement. With advisors representing many disciplines, REAP carefully tailors investment strategies based on each client's unique circumstances, risk tolerance, and goals. The complexity of the future has made it difficult to predict how soon people will retire
Century Management is an independently registered investment adviser. Registration does not imply a certain level of skill or training. Century Management also registers as Portfolio Manager in the Province of Ontario and reserves the right to change its current investments based on changing market dynamics, client needs, futures performance being subjective.

Frequently Asked Questions About Financial Planners

The particular cost tends to depend on the range of services your chosen financial planner offers you, as well as their experience. Nevertheless, thorough financial planning can cost anything from $2100 to $11,000 each year.

Financial Advisors come in 3 basic flavours:
Transactional Advisors/Brokers/Insurance Agents charge clients a percentage or fixed amount for each purchase (and, in the case of stocks, bonds, or options, each sale, as well).
Financial Advisors who charge a fixed dollar amount to provide advice: for example, a financial or retirement plan, an asset allocation or an inheritance, tax, or succession plan. These Advisors have no asset minimum.
Investment Advisors (aka, Wrap-fee advisors, Fiduciary Advisors, Asset Fee-Based Advisors) both Advise and also Invest the money. They charge a fee that is a percentage of the assets under management. Typically, minimums are $100–200k, but maybe as high as $500k or a Million.

Given that there are over 100 certifications available to those in the financial industry, the CFP certification certainly stands out. For one, to be a CFP, one must be a fiduciary. This means that every CFP must put the needs of their clients ahead of their own. It can be surprising to learn that the majority of financial professionals are not required by law to do this and it is for this reason that the CFP and the CFP board unique and important entities where consumer protections are mentioned.

It means that your financial planner follows the fiduciary standard. This is a standard that means your financial planner puts your best interests ahead of their own. For example, if your financial planner has two similar investment products with varying fees, your financial planner that is also a fiduciary would have no choice but to recommend the investment product that has the lower cost to you, even if that means they would make less money from it. It is a standard that is great for you, the client and not necessarily for the financial planner.

What it simply means is that:

  • They must act in your best interest
  • They must provide information pertaining to any conflict of interest that may arise
  • They must clearly define how their money is made (commissions, asset-based fees, upfront fees, and more).

Generally, any professional that is able to help you take care of your money is to be considered a financial advisor. However, a financial planner is a financial advisor working within a specific niche known as financial planning. If your goal is to have a program that helps you achieve your long-term financial goals, then a financial planner would be the go-to professional.

The role of a financial planner is to provide expert assistance and advice in order to help you reach any financial goals you have set for yourself. These goals typically depend on your needs and your situation. A financial planner is able to help you with saving and budgeting, investing, debt reduction, estate planning, insurance, retirement, and tax optimisation.

Accreditation and certification
When talking to someone about your money and financial future, it is imperative that you know the person you aim to work with is actually qualified for the job. It is important to note that whilst accreditation is a wonderful sign, it does not guarantee that the individual is a great financial planner. This is why you ask for referrals and references.

Pay structure
Every financial planner comes with their own unique pay structure, so you have to select the one that helps determine if an investment was smart as it was intended to be. Generally, you want to avoid working with financial planners on a commission basis. They are likely to think more about their commission than meeting your needs.

Listen out for questions
A great way to ascertain the ethics of your chosen financial planner is to just listen to them while they speak. Additionally, you will want to pay attention to how many questions they ask you. Given that all financial situations and goals are different, there isn’t a cookie-cutter option. It is best to steer clear of financial planners that say otherwise.

Conduct a background check
Given the peculiarity of the relationship, there will have to be a fair amount of trust and transparency for your relationship with the financial planner to be successful. This is where you will want to learn more about their background. Find out if they have ever been investigated by an investment regulatory body or have been convicted for a crime.

There are quite a number of questions to ask a financial planner when you first meet them, however, the most important question is one that you pose to yourself; you have to know what you want in an advisor. Try to discover the type of services you will require and how much you are willing to pay for those services. Thinking about these questions will help you determine what questions to ask before hiring a financial planner. Below are the questions you should ask when hiring a financial planner:

  • What are your credentials?
  • Are you a fiduciary?
  • How do you get paid?
  • What services do you offer?
  • What is your investment philosophy?
  • How will investments be picked for me?
  • What benchmarks are used?
  • Who is your custodian?
  • What are your typical clients like?
  • How much contact will we have?
  • Do you have anyone else that works with you?
  • What is your succession plan?
  • Is it possible to view a sample financial plan?
  • Why should I choose you?
At Strategic Capital, we are committed to your financial success. We promote teamwork and have over 8 decades of combined experience in the industry. Together with our team's individual expertise within a range of areas such as business planning or high net-worth planning, each member is dedicated to helping you be intentional with your money so that together we can achieve all of life's goals

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Edelman Financial Engines

Service Focus
10% Financial Planning
17% Asset Management
12% Financial Advisory
26% Budget Management
26% Retirement
9% Other
Service Focus
10% Financial Planning
17% Asset Management
12% Financial Advisory
26% Budget Management
26% Retirement
9% Other
Edelman Financial Services, the leading financial advisory company in America since 1986, merged with its competitor and partner in 2018 to form Edelman Financial Engines. The merger was a groundbreaking event that changed how people plan for their futures by making comprehensive advice available to everyone — not just wealthy Americans like before.
Welcome to the Art of Finance! You probably found us because you’re searching for some help, or maybe just curious. We know finances can be confusing and overwhelming when it feels like there are a million things to do and no idea where to start.
FORT WEALTH MANAGEMENT, INC. is a company based out of 7701 SAN FELIPE BLVD STE 100 in AUSTIN Texas which offers an extensive variety of services to individuals and businesses alike including but not limited to; investments for all kinds (stock or bonds), savings accounts, loans with flexible terms tailored specifically towards the customer's needs, insurance products
Tuyyo's philosophy is to help people work towards their most important aspirations in order for them to be successful. They believe that success comes from being proactive, intentional and committed to your goals as well as having the willingness and desire necessary for you achieve these things.
Meridian Wealth Advisors is a boutique wealth management firm that provides customized investment advice and services to high net worth clients. The team has more than 100 years of combined experience in managing personal finances for affluent families, as well as coordinating with other financial professionals such as tax planners or estate attorneys to provide one-stop comprehensive service plans tailored specifically for each family's needs
Wealth Solutions, Inc. (WSI) is a Registered Investment Advisory Firm providing personalized comprehensive holistic financial planning to affluent individuals and families in the surrounding areas of Austin and Houston. With over 25 years experience as an investment adviser representative, founder Richard Blair can help you plan for retirement with peace of mind!
NEST is a company that specializes in helping high-net worth individuals with their investments. We work closely with our clients to achieve personal and professional goals, regardless of how big or small they may be. Our teams are comprised of experienced professionals who know what it takes to reach your individual investment objectives because we have been there before ourselves!
We specialize in helping women and couples divide assets during their divorce. We offer financial advice and help with Asset Division, Pension Valuation, Child Support Calculation, Post Divorce Money Management, Spousal Support in Texas possibilities. Our clients have found us to be the most knowledgeable team when it comes to finances at a time of transition like marriage or separation from your spouse.
Pioneer Wealth is a fee-only financial planning firm that helps individuals and small businesses accomplish their goals. We offer comprehensive, individualized services including investment management, tax strategy consulting, college funding advising and estate/insurance planning to help make your life more comfortable without the stress of finances!
Austin Wealth Management is a Texas-based independent financial planning company that has been in business for over 10 years. The firm's mission and purpose are to constantly improve the way individuals receive advice so they can make better decisions on how best to plan their finances, ultimately leading them towards improved quality of life and sense of security with their money.
Proper Wealth Management (Proper) is in the business of creating a substantial impact on our clients’ wealth so they can have more experiences, create bigger legacies, view their futures with greater certainty and have larger effects on social causes. Proper was born out of frustration with the inherent conflicts at big brokerage firms influencing advisors to sell products that were not suitable for clients

Hamilton Financial Planning

Service Focus
29% Financial Planning
1% Asset Management
21% Financial Advisory
9% Budget Management
16% Retirement
24% Other
Service Focus
29% Financial Planning
1% Asset Management
21% Financial Advisory
9% Budget Management
16% Retirement
24% Other
Hamilton Financial Planning is a certified financial planner in Austin and Houston Texas. They specialize in helping baby boomers and retirees in creating a comprehensive financial plan and investment management that aligns with their values, visions and goals. Their aim is to simplify the complexities of the financial realm and aid in every decision making.