Austin Asset fees and pricing

Financial planner in Austin, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 27, 2026, Austin Asset charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“If the assets in the Accounts are insufficient to satisfy the Fee, Austin Asset shall invoice Client for the Fee and Client shall pay such invoiced amount no later than fifteen (15) days after its receipt thereof.”

Its annual fee of $5,000 is below the Texas median of $6,000. 38% of the 106 other Texas planners that publish an annual fee charge less.
6 of the 22 other planners in Austin that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.65% a year
Minimum: $5,000 minimum fee (stated in brochure)
Clients: 447
Employees: 21
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $1,871,758,998
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 105441
Website: linkedin.com/company/austin-asset-management (opens in new tab)
Phone: (512) 453-6622

Can advise clients in 6 states: Alaska, California, Colorado, Florida, Nebraska, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.