Austin Wealth Management
Austin Wealth Management is an SEC-regulated fiduciary and independent RIA, offering fee-based financial guidance starting with holistic planning that includes cash flow management, retirement planning, tax mitigation, estate planning, business exit, and investment strategies.
5.0
Average rating
1
Client Review
0.01% to 0.63%
Percentage of Assets (AUM)
N/A
Minimum Investible Assets
N/A
Minimum Annual Income
What Our Clients Say
5.0
1 Client Review
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"
Disclosure:This post was publicly shared on social media. It is not a verified client review, nor is it an endorsement by Sam’s List. We did not edit or alter the original content. This section is for informational purposes only.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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 $10,000
Percentage of Assets (AUM)
0.01% to 0.63%
Subscription
$250 to $1,000
Meeting Options
In person meetings
Video meetings
About 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.
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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