Austin Wealth Management, LLC fees and pricing
Financial planner in Austin, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 27, 2026, Austin Wealth Management, LLC charges a flat or project fee of $2,500 and a monthly fee of $250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“The Financial Planning Projects Fee is generally charged as a fixed fee of $2,500‐$20,000, depending upon the nature and complexity of the engagement and the client's circumstances.”
- Monthly fee
- $250/mo
“The fixed fee varies depending on the complexity of each client’s circumstances, however most clients will be charged at a rate of $250/month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Austin Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination of any account, any prepaid fees that are in excess of the planning services provided will be prorated and promptly refunded to you via check.”
- “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
- “The fixed fee will be billed in arrears and will continue until the client provides written notification that they are terminating the service.”
How Austin Wealth Management, LLC’s fees compare
- Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
- 11 of the 48 other planners in Austin that publish a flat or project fee charge less.
About Austin Wealth Management, LLC
“Austin Wealth Management, LLC (“AWM”) is a Registered Investment Adviser (“Adviser”) which offers investment advice and other financial services to clients.”
- Firm size: 18 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- Insurance analysis
Firm details from Form ADV
- 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
- 0.5% a year
- Clients
- 580
- Employees
- 18
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $1,082,954,570
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172793
- Phone
- (512) 467-2000
Can advise clients in 7 states: California, District of Columbia, Florida, Louisiana, Pennsylvania, Tennessee, Texas
Other planners in Austin that publish fees
- 360 Wealth CreationAustin$250/hr
- Alongside, LLCAustin$5,000, $2,500-$10,000/mo
- Argus Wealth ManagementAustin$250/hr, $2,500-$5,000
- Arka Financial Services L.L.C.Austin$2,000, $750/yr
- Austin AssetAustin$5,000/yr
- Austin Money Management CorporationAustin$500/hr, $5,000-$10,000
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.