{ "path": "/advisors/tx/austin/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/tx/austin/for-high-net-worth-individuals", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Austin, TX", "filters": {}, "scope_total": 195, "faq": [ { "q": "Which financial advisors in Austin, TX work with high-net-worth individuals?", "a": "195 investment advisory firms with a principal office in the Austin metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Austin, TX?", "a": "AdvisorCensus lists 521 investment advisory firms with a principal office in the Austin metro area, from Form ADV filings as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Austin, TX?", "a": "113 of the 521 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Austin, TX offer financial planning?", "a": "183 of the 341 firms in Austin, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Austin, TX fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 113 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Austin, TX who work with high-net-worth individuals. AdvisorCensus lists 195 investment advisory firms with a principal office in the Austin metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "about_market": "Austin has 521 investment advisory firms with a principal office in the metro area as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. 113 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 117 report under $100 million in regulatory assets under management. The metro area has 989,434 households, 189,518 of them with income of $200,000 or more, or 364 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Austin, TX: 195 firms from Form ADV filings as of October 2026.", "total_firms": 195, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 117, "state": 78, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 83 }, { "code": "percentage_of_aum", "count": 186 }, { "code": "hourly", "count": 90 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 129 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 22 }, { "code": "other", "count": 16 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 61 }, { "code": "5_to_9", "count": 61 }, { "code": "10_to_19", "count": 43 }, { "code": "20_plus", "count": 29 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 34 }, { "code": "25m_100m", "count": 45 }, { "code": "100m_500m", "count": 72 }, { "code": "500m_1b", "count": 17 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 8 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 319484, "name": "49 Financial", "name_as_filed": "49 FINANCIAL", "url": "https://advisorcensus.com/firm/49-financial-austin-tx-319484", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 115378, "name": "57 West Capital Advisors, Inc.", "name_as_filed": "57 WEST CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/57-west-capital-advisors-inc-austin-tx-115378", "city": "Austin", "state": "TX", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289923, "name": "994 Group", "name_as_filed": "994 GROUP", "url": "https://advisorcensus.com/firm/994-group-austin-tx-289923", "city": "Austin", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 319496, "name": "AA Wealth Strategies LLC", "name_as_filed": "AA WEALTH STRATEGIES LLC", "url": "https://advisorcensus.com/firm/aa-wealth-strategies-llc-austin-tx-319496", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109201, "name": "Advisors Crypto, Inc.", "name_as_filed": "ADVISORS CRYPTO, INC.", "url": "https://advisorcensus.com/firm/advisors-crypto-inc-austin-tx-109201", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333587, "name": "Alongside, LLC", "name_as_filed": "ALONGSIDE, LLC", "url": "https://advisorcensus.com/firm/alongside-llc-austin-tx-333587", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 121703, "name": "Alpha Capital Management", "name_as_filed": "ALPHA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/alpha-capital-management-austin-tx-121703", "city": "Austin", "state": "TX", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166218, "name": "Alphaglider LLC", "name_as_filed": "ALPHAGLIDER LLC", "url": "https://advisorcensus.com/firm/alphaglider-llc-austin-tx-166218", "city": "Austin", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170819, "name": "Ankerstar Wealth, LLC", "name_as_filed": "ANKERSTAR WEALTH, LLC", "url": "https://advisorcensus.com/firm/ankerstar-wealth-llc-leander-tx-170819", "city": "Leander", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 135376, "name": "Argent Wealth Management, Inc.", "name_as_filed": "ARGENT WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/argent-wealth-management-inc-round-rock-tx-135376", "city": "Round Rock", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168994, "name": "Argus Wealth Management", "name_as_filed": "ARGUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/argus-wealth-management-austin-tx-168994", "city": "Austin", "state": "TX", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317264, "name": "ARK Wealth Management", "name_as_filed": "ARK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/ark-wealth-management-austin-tx-317264", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339208, "name": "Arusha Wealth Limited Liability Company", "name_as_filed": "ARUSHA WEALTH LIMITED LIABILITY COMPANY", "url": "https://advisorcensus.com/firm/arusha-wealth-limited-liability-company-leander-tx-339208", "city": "Leander", "state": "TX", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152635, "name": "Atlasmark Financial, Inc.", "name_as_filed": "ATLASMARK FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/atlasmark-financial-inc-austin-tx-152635", "city": "Austin", "state": "TX", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 296819, "name": "Atom Investors LP", "name_as_filed": "ATOM INVESTORS LP", "url": "https://advisorcensus.com/firm/atom-investors-lp-austin-tx-296819", "city": "Austin", "state": "TX", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 311589, "name": "ATX Financial Planning, LLC", "name_as_filed": "ATX FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/atx-financial-planning-llc-austin-tx-311589", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 173821, "name": "ATX Portfolio Advisors, LLC", "name_as_filed": "ATX PORTFOLIO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/atx-portfolio-advisors-llc-austin-tx-173821", "city": "Austin", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335130, "name": "Augment Advisors, LLC", "name_as_filed": "AUGMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/augment-advisors-llc-austin-tx-335130", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 292141, "name": "Austin 180 Advisory Group LLC", "name_as_filed": "AUSTIN 180 ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/austin-180-advisory-group-llc-austin-tx-292141", "city": "Austin", "state": "TX", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105441, "name": "Austin Asset", "name_as_filed": "AUSTIN ASSET", "url": "https://advisorcensus.com/firm/austin-asset-austin-tx-105441", "city": "Austin", "state": "TX", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 302038, "name": "Austin Money Management Corporation", "name_as_filed": "AUSTIN MONEY MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/austin-money-management-corporation-austin-tx-302038", "city": "Austin", "state": "TX", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172793, "name": "Austin Wealth Management, LLC", "name_as_filed": "AUSTIN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/austin-wealth-management-llc-austin-tx-172793", "city": "Austin", "state": "TX", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 297894, "name": "Avant Financial Advisors", "name_as_filed": "AVANT FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/avant-financial-advisors-austin-tx-297894", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152590, "name": "Avondale Wealth Management LLC", "name_as_filed": "AVONDALE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/avondale-wealth-management-llc-west-lake-hills-tx-152590", "city": "West Lake Hills", "state": "TX", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166442, "name": "Barac Capital Management, LLC", "name_as_filed": "BARAC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/barac-capital-management-llc-austin-tx-166442", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325215, "name": "Barton Financial Group LLC", "name_as_filed": "BARTON FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/barton-financial-group-llc-kyle-tx-325215", "city": "Kyle", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335101, "name": "Beacon Advisors", "name_as_filed": "BEACON ADVISORS", "url": "https://advisorcensus.com/firm/beacon-advisors-austin-tx-335101", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305257, "name": "Bearing Financial Advisors, LLC", "name_as_filed": "BEARING FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bearing-financial-advisors-llc-austin-tx-305257", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152705, "name": "Beck Capital Management LLC", "name_as_filed": "BECK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/beck-capital-management-llc-austin-tx-152705", "city": "Austin", "state": "TX", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 138872, "name": "Birdrock Wealth", "name_as_filed": "BIRDROCK WEALTH", "url": "https://advisorcensus.com/firm/birdrock-wealth-austin-tx-138872", "city": "Austin", "state": "TX", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137846, "name": "Bisonwood Financial Management", "name_as_filed": "BISONWOOD FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/bisonwood-financial-management-austin-tx-137846", "city": "Austin", "state": "TX", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170885, "name": "Black Barn Financial, LLC", "name_as_filed": "BLACK BARN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/black-barn-financial-llc-austin-tx-170885", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173342, "name": "Blue Tower Asset Management, LLC", "name_as_filed": "BLUE TOWER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-tower-asset-management-llc-austin-tx-173342", "city": "Austin", "state": "TX", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158536, "name": "Blue Waters Advisory Group, LLC", "name_as_filed": "BLUE WATERS ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/blue-waters-advisory-group-llc-austin-tx-158536", "city": "Austin", "state": "TX", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152667, "name": "Bluespring Wealth Management, LLC", "name_as_filed": "BLUESPRING WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bluespring-wealth-management-llc-austin-tx-152667", "city": "Austin", "state": "TX", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285572, "name": "Bossert Capital LLC", "name_as_filed": "BOSSERT CAPITAL LLC", "url": "https://advisorcensus.com/firm/bossert-capital-llc-austin-tx-285572", "city": "Austin", "state": "TX", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 288157, "name": "Boyce & Associates Wealth Consulting, Inc.", "name_as_filed": "BOYCE & ASSOCIATES WEALTH CONSULTING, INC.", "url": "https://advisorcensus.com/firm/boyce-and-associates-wealth-consulting-inc-cedar-park-tx-288157", "city": "Cedar Park", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289749, "name": "Brazos Capital", "name_as_filed": "BRAZOS CAPITAL", "url": "https://advisorcensus.com/firm/brazos-capital-austin-tx-289749", "city": "Austin", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132332, "name": "Broadhurst Financial Advisors, Inc.", "name_as_filed": "BROADHURST FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/broadhurst-financial-advisors-inc-austin-tx-132332", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322787, "name": "Brookline Wealth, LLC", "name_as_filed": "BROOKLINE WEALTH, LLC", "url": "https://advisorcensus.com/firm/brookline-wealth-llc-austin-tx-322787", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 286078, "name": "CAM Investor Solutions", "name_as_filed": "CAM INVESTOR SOLUTIONS", "url": "https://advisorcensus.com/firm/cam-investor-solutions-austin-tx-286078", "city": "Austin", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284978, "name": "Candor Asset Advisors, LLC", "name_as_filed": "CANDOR ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/candor-asset-advisors-llc-austin-tx-284978", "city": "Austin", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 301211, "name": "Capital Creek Partners", "name_as_filed": "CAPITAL CREEK PARTNERS", "url": "https://advisorcensus.com/firm/capital-creek-partners-austin-tx-301211", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 300349, "name": "Capstar Financial Services LLC", "name_as_filed": "CAPSTAR FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/capstar-financial-services-llc-austin-tx-300349", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325306, "name": "Carlin Wealth Management Group, LLC", "name_as_filed": "CARLIN WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/carlin-wealth-management-group-llc-austin-tx-325306", "city": "Austin", "state": "TX", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290778, "name": "Centennial Advisors, LLC", "name_as_filed": "CENTENNIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/centennial-advisors-llc-austin-tx-290778", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 112308, "name": "Century Management Financial Advisors", "name_as_filed": "CENTURY MANAGEMENT FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/century-management-financial-advisors-austin-tx-112308", "city": "Austin", "state": "TX", "years_registered": 47, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 305135, "name": "CFM Wealth Partners LLC", "name_as_filed": "CFM WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/cfm-wealth-partners-llc-austin-tx-305135", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329226, "name": "Clarified Wealth Advisory", "name_as_filed": "CLARIFIED WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/clarified-wealth-advisory-austin-tx-329226", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283475, "name": "Compendium Wealth Advisors, LLC", "name_as_filed": "COMPENDIUM WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/compendium-wealth-advisors-llc-austin-tx-283475", "city": "Austin", "state": "TX", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/tx", "label": "Financial advisors in Texas" }, "metro": { "path": "/advisors/tx/austin", "label": "Financial advisors in Austin, TX" }, "city_pages": [ { "path": "/advisors/tx/austin/cedar-park", "label": "Financial advisors in Cedar Park, TX", "firm_count": 14 }, { "path": "/advisors/tx/austin/round-rock", "label": "Financial advisors in Round Rock, TX", "firm_count": 12 } ], "fee_pages": [ { "path": "/advisors/tx/austin/fee-only", "label": "Fee-only financial advisors in Austin, TX", "firm_count": 113 }, { "path": "/advisors/tx/austin/flat-fee", "label": "Flat-fee financial advisors in Austin, TX", "firm_count": 171 }, { "path": "/advisors/tx/austin/hourly", "label": "Hourly financial advisors in Austin, TX", "firm_count": 114 } ], "answer_pages": [ { "path": "/advisors/tx/austin/for-retirement-plans", "firm_count": 64, "label": "Financial advisors for retirement plans in Austin, TX" }, { "path": "/advisors/tx/austin/for-businesses", "firm_count": 82, "label": "Financial advisors for businesses in Austin, TX" }, { "path": "/advisors/tx/austin/for-charities", "firm_count": 73, "label": "Financial advisors for charitable organizations in Austin, TX" }, { "path": "/advisors/tx/austin/no-account-minimum", "firm_count": 26, "label": "Financial advisors with no account minimum in Austin, TX" } ], "niche_pages": [] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }