Austin Wealth Management
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Austin Wealth Management
At Austin Wealth Management, we do the deep financial planning that Wall Street firms ignore or treat as an afterthought. Instead of focusing just on assets under management, we take a holistic approach—understanding your entire financial picture before making any investment recommendations. Our fee-based model means we’re not here to push products; we’re here to provide real advice tailored to your personal and financial aspirations. If managing your investment portfolio makes sense as part of your bigger plan, we can handle that too. But planning comes first—because a smart investment strategy starts with a solid financial plan.
Carlos Cardenas
Master Generalist & Private Wealth Advisor @ Austin Wealth Management. All views are my own, and nothing posted here is advice, etc ... Would love to chat!
5.0
"Austin Wealth Management (http://ausintwealthmgmt.com) … they are a planning focused, independent RIA. Like you say, Wall St firms focus on changing 1% of AUM. Austin Wealth focuses on planning ... the deep work that is usually treated as an afterthought or just flat-out ignored"
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Clients who would be a good fit
Anyone who genuinely sees the path to financial independence goes through thoughtful, strategic planning.
Clients who wouldNOTbe a good fit
Anyone who thinks they can just wing it.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
One-Time Financial Planning Fee
$3,000 to
Percentage of Assets (AUM)
0.01% to 0.63%
Subscription
$250 to $1,000
Meeting Options
In person meetings
Video meetings
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
