Fiduciary advisors in Austin, TX

Austin, Texas

4M Financial is an independent financial advisory firm in Austin, Texas, founded by Bryant Wilson and Miguel Barreda. The firm offers comprehensive financial planning, wealth management, tax planning coordination, insurance and risk management review, income and retirement planning, Social Security and Medicare guidance, small business planning, and estate planning coordination. The team follows a five-step planning process centered on discovery, goal-setting, plan development, implementation, and ongoing review. Both founding advisors hold securities licenses (Series 7, 63, and 65) and bring backgrounds in financial services and insurance.

Austin, Texas

Independent RIA

Archer Investment Management is an independent ria firm in Austin, Texas. Services include Financial Planning and Investment Management. Service options include online appointment booking. Appointments are recommended. The office is open five days a week. It holds a 5-star rating from 35 Google reviews.

Austin, Texas

Austin Divorce Planners is a financial planning firm in Austin, Texas specializing in divorce-related financial guidance. Principal Keith Powell holds CFP® and CDFA™ credentials and has over 30 years of experience; the firm was founded in 2012 and also employs wealth manager Kristen Fuhrman. Services include divorce financial analysis, asset division recommendations, settlement evaluation, post-divorce planning, retirement planning, and investment management for individuals and couples. The firm charges $100 for an initial consultation and is a member of the Institute of Divorce Financial Analyst.

Austin, Texas

Caprock is a registered investment advisor and multi-family office based in Austin, Texas, serving ultra-high-net-worth individuals and families across the state. Founded in 2005, the firm manages clients' complete balance sheets rather than limiting itself to investment execution alone, offering access to both public markets and private investment opportunities. Caprock operates as an independent firm with revenue derived entirely from client fees, avoiding commission-based compensation and affiliated sales pressures. The firm's approach emphasizes custom portfolio construction aligned to each family's specific objectives rather than standardized risk-based models.

Austin, Texas

Carlin Wealth Management Group, based in Austin, Texas, provides investment management and wealth planning services, founded in 2023 by Nick Carlin. The firm works collaboratively with clients and their professional advisors to develop personalized financial plans across multiple areas including retirement, education funding, and estate considerations. Nick Carlin holds several professional designations including Certified Financial Planner™, Chartered Special Needs Consultant®, and Chartered Financial Consultant, and previously worked as a private wealth advisor at Ameriprise Financial.

Austin, Texas

Collective Advisors is an investment advisory firm in Austin, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Austin, Texas

Family Wealth Counseling, based in Austin, Texas, provides financial planning services for individuals and families who prioritize alignment between their financial decisions and core values centered on family and community. The firm employs its proprietary Impact Culture Model, which integrates both tangible and intangible resources to develop comprehensive plans. Service areas include retirement planning, estate planning, and business value strategy.

Austin, Texas

Lewis Weil is a financial planner and investment advisor based in Austin, Texas who works with individuals, couples, and families across the country. He offers ongoing financial planning meetings and ad hoc availability, addressing budgeting, debt management, savings, business planning, retirement, homeownership, and life transitions. His fee structure includes a one-time $500 setup charge and 1% annual investment management fees on assets he directly manages, with no asset minimum. Weil serves a diverse clientele including artists, business owners, self-employed professionals, and those seeking financial organization and accountability.

Austin, Texas

Lucien, Stirling & Gray Advisory Group is an investment advisory firm in Austin, Texas. Services include Financial Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Austin, Texas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Austin, Texas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Austin, Texas

Oath Planning - Austin Wealth Management & Financial Advisors is an investment advisory firm in Austin, Texas. It acts as a fiduciary. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Austin, Texas

Redbud Advisors is an investment advisory firm in Austin, Texas. Services include Financial Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

Austin, Texas

Sparkman Wealth Management, based in Austin, offers financial planning, investment management, and insurance analysis services. The firm is led by Travis Sparkman, a financial advisor affiliated with Raymond James, who emphasizes a comprehensive, goal-focused approach that incorporates portfolio management, retirement planning strategies, estate planning, and education savings vehicles tailored to individual client circumstances.

Austin, Texas

Tony DeLeon & Associates is a financial advisory firm in Austin, Texas that provides financial planning with a focus on retirement planning and investment management. The firm specializes in coordinating business, estate, succession, and tax planning across clients' existing professional relationships, working to identify and address planning gaps. With over 40 years of experience and membership in Nautilus Group, the firm serves families and business owners seeking to align their financial and business objectives.

Austin, Texas

Van Nostrand Wealth Management is a fee-only registered investment advisor with offices in San Diego and Austin specializing in retirement planning and wealth management for young professionals and those approaching or in retirement. Founded 20 years ago, the firm is led by CFP® Mary Van Nostrand, who brings over 30 years of investment industry experience, and includes advisor Garrett Van Nostrand (CFA®) and analyst Grant Van Nostrand (pursuing CFA certification). As a NAPFA member, the firm operates under fiduciary obligation, receives compensation only directly from clients, and avoids commission-based products to eliminate conflicts of interest.

Austin, Texas

Venturi Private Wealth is an Austin-based wealth management and family office firm serving founders, entrepreneurs, corporate executives, and ultra-high-net-worth families. The firm offers financial planning and investment management services, with a focus on handling concentrated equity, multi-generational wealth transition, and personalized advisory strategies. The firm emphasizes transparency, relationship-building, and accountability in its approach to client service.

Austin, Texas

vcfo is an investment advisory firm in Austin, Texas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.