Expertise.com

2024

Last updated:

Best Financial Advisors in Austin

Our Recommended Top 18

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Austin Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

191Reviewed

121Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

3600 North Capital of Texas Highway, Austin, TX 78746

Expertise.com Rating

Review Sources

Google
4.1 (9)

Why choose this provider?

Venturi Private Wealth serves the people of Austin and the surrounding areas. It helps affluent families, entrepreneurs, and corporate executives simplify and streamline how their wealth is managed. The company's specialists take the time to create and carry out a customized financial plan that is in line with clients' personal and professional requirements. To aid in efficient financial management, they also offer multi-family office and investment options. The team is composed of CFPs, insurance professionals, and investment specialists. Venturi Private Wealth has been in business since 2015.

  • Equity Compensation Management
  • Alternative Investments
  • Private Foundation Management
  • Private Wealth Management
  • Liquidity Event
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Austin, TX
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Austin, TX 78746

Why choose this provider?

WorthPointe is a fee-only financial advisor in Austin. The owners each hold a Certified Financial Planner designation, and they have decades of combined industry experience. WorthPointe caters to persons of high net worth, people nearing their retirement, trusts, and similar client types, and it has an affiliation with the National Association of Personal Financial Advisors and Financial Planning Association.

Austin, TX 78731

Expertise.com Rating

Review Sources

Facebook
4.6 (12)
Yelp
5.0 (3)

Why choose this provider?

Ark Financial Group is a provider of asset protection and wealth management solutions in Austin. The team takes a comprehensive approach to guiding individuals and organizations through their journey to economic security and stability, and it customizes the services to fit each client’s needs. Ark Financial Group shares valuable resources and important guides through its website.

4210 Spicewood Springs Road, Austin, TX 78759

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Stone Wealth Management is a fiduciary firm based in Austin. Its range of services covers financial landscape analyses, financial planning, and investment management. Its team also develops plans for business owners seeking guidance in company transitions involving key employees or family members. The company is headed by W. Morgan Stone, a CFP who has been working in the financial services field for over 19 years. He has an MBA in Personal Financial Planning and is Financial Planning Association member.

  • Retirement Planning
  • Tax Planning

3108 N Lamar Blvd Suite B 100, Austin, TX 78705-2013

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Established in 2009, Austin Private Wealth is an independent fee-only financial advisory firm serving families, affluent individuals, and business owners throughout Texas and nationwide. Its services include retirement planning, equity compensation, real estate analysis, tax planning, cross-border planning, and complex estate planning. Additionally, the company assists clients with their wealth protection, wealth transfer, and wealth enhancement needs. All its advisors are Certified Financial Planners (CFP®) and its partners all have more than 15 years of experience in the industry.

  • Certified Financial Planner (CFP)

Austin, TX 78729

Expertise.com Rating

Review Sources

Google
4.3 (30)
Yelp
3.5 (8)
Facebook
5.0 (3)

Why choose this provider?

Reap Financial is a wealth management advisory practice in Austin that guides people through their journey to economic stability and independence. The company serves business owners corporate executives, professionals, and similar client types, and the team consists of industry veterans, whose track record can be verified through the Financial Industry Regulatory Authority’s BrokerCheck system. Reap Financial gives a free retirement review, and it sponsors workshops to educate individuals, couples, and entire families.

Lakeway, TX

Expertise.com Rating

Why choose this provider?

DESMO Wealth Advisors LLC, offers financial planning, investment management, and coaching to clients around the Austin area. The company discusses financial concerns such as retirement savings, tax planning, college education needs, and personal investments. Founder Massimiliano (“Massi”) De Santis is a sworn fiduciary, an expert legally-bound to recommend the best financial solutions for the clients. Massi is a Ph.D. economist and a CFP professional with more than 18 years of experience in giving financial management solutions.

5920 West William Cannon Dr. Building 7 – Suite 201, Austin, TX 78749

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Review Sources

Google
4.9 (14)
Yelp
1.0 (2)

Why choose this provider?

Serving the Austin area, The Fox Alliance Wealth Advisors helps individuals, families, and organizations in pursuing their long-term financial goals. The firm, established in 1986, offers assistance in areas like financial and tax planning, insurance, and investment. Founder and president Bill Fox, who carries over three decades of experience as a wealth advisor, utilizes a custom financial planning approach by building personal relationships with his clients and their families. He also has a background in finance and accounting.

  • Certified Financial Planner (CFP)

7200 North Mopac Expressway, Austin, TX 78731

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Austin Asset is a financial advisory agency that assists individuals with their wealth management needs. The firm's comprehensive services include investment management and planning strategies for wealth, life events, and philanthropic efforts. Its financial advisors also provide lifestyle management services from travel itineraries to household purchases. Austin Asset is ranked as the top financial planning firm in the area by the Austin Business Journal. Kristin Jaggard, CFO and one of the firm's owners, is a member of NAPFA.

  • Certified Financial Planner (CFP)

7800 North Mopac Expressway, Austin, TX 78759

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Review Sources

Facebook
4.0 (3)
Google
5.0 (2)

Why choose this provider?

Lucien, Stirling & Gray Advisory Group caters to individuals, corporations, foundations, and trusts in Austin and the surrounding areas. It provides analysis and recommendations on clients' assets and liabilities, cash flows, insurance coverages, investments, and tax situations. It also offers asset management services, such as accounts set-up, asset transfers, investment policy design, and portfolio allocations. Lucien, Stirling & Gray Advisory Group was established in 1992. Mark Ward, the chairman, has been with the firm since 1999. He is a Certified Financial Planner and a Chartered Financial Consultant.

  • Retirement Planning

6300 Bee Caves Road, Austin, TX 78746

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

Dimensional is a financial advisory firm that has been serving clients in Austin for over 40 years. The firm caters to individuals, retirement professionals, and institutions. It has 13 global offices, consisting of 1,400 advisors who have managed over $660 billion in assets. Its director, Kenneth French, is a financial advisor knowledgeable on the behavior of security prices and investment strategies. He is also a Fellow of the American Academy of Arts and Sciences and the American Finance Association.

  • Certified Financial Planner (CFP)

3600 North Capital of Texas Highway, Austin, TX 78746

Expertise.com Rating

Review Sources

Google
4.0 (3)

Why choose this provider?

Meridian Wealth Advisors has been serving Austin and nearby areas since 2016. It caters to various types of clients, such as corporate executives, entrepreneurs, families, and retirees. Its services include asset allocation and coordination, cash and liability management, custom portfolio construction, investment strategies, and liquidity event consulting. It also offers estate plan analysis and coordination, generational wealth management, and tax minimization strategies. Josh L. Galatzan, the founder, is a Certified Investment Management Analyst with around 20 years of experience in the financial services industry.

  • Estate Planning
  • Tax Planning

9390 Research Boulevard, Austin, TX 78759

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Bearing Financial Advisors, LLC, has been serving clients in Austin and the surrounding communities since 2002. It offers various services, including estate, investment, and tax planning, existing insurance policies reviews, and retirement income strategies. In addition, the firm provides investment management services, such as client risk analysis, periodic reporting and analysis, portfolio design, and tax monitoring. Scott Bussy, the founder, is a member of the Financial Planning Association and the Global Association of Risk Professionals.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

6500 River Place Boulevard, Austin, TX 78730

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Established in 2015, Parrott Wealth Management is a financial advisory firm that serves individuals and families in Austin and neighboring communities. It provides a wide range of services, including cash flow and debt management, charitable and philanthropic planning, investment reviews, portfolio comparison, and Social Security optimization. It also offers bear market stress tests, income distribution planning, and Roth IRA conversions. William R. Parrott, the CEO, has been in the financial services industry since 1989. He holds the Certified Financial Planner designation.

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

800 West 5th Street, Austin, TX 78703

Expertise.com Rating

Review Sources

Facebook
5.0 (10)
Google
5.0 (2)

Why choose this provider?

Pioneer Wealth Management Group is a financial consulting company serving clients in Austin and Plano. The firm offers clients various service packages, ranging from hour-long financial advisory sessions to family wealth management programs. Its financial planning team also assists clients in making plans for various personal goals, such as education and retirement. Portfolio management services are also available. Milad Taghehchian, one of the company's financial advisors, is a certified financial planner.

  • Estate Planning
  • Retirement Planning

5900 Balcones Drive, No. Suite 4040, Austin, TX 78750

Expertise.com Rating

Why choose this provider?

Elgon Financial Advisors caters to individuals in Austin and the surrounding areas. It guides clients in creating strategies and handling personal wealth dashboards to meet their financial goals. It also offers investment management services using evidence-based investing methods and recommendations. Its principal advisor and founder, Jane Mephan, is a member of NAPFA and a partner with Money Quotient, the creators of the True Wealth Process. She also provides advice to immigrants and first-generation US citizens regarding their finances and cross-border planning.

  • Financial Planning

8701 North Mopac Expressway, Austin, TX 78759
WebsiteLicense: 2639749
Website

Expertise.com Rating

Review Sources

Google
5.0 (2)
Facebook
5.0 (2)

Why choose this provider?

Archer Investment Management helps professionals in Austin and the surrounding communities obtain a clear plan for their finances. It provides financial services to clients who want to lower their taxes and plan their retirement, as well as those who want to accomplish goals like long-term travel, family planning, and job changes. It also assists with complex matters such as stock options, equity, and employee benefits. The firm's owner, Richard J. Archer, holds both CFP and CFA designations.

  • Comprehensive Financial Planning
  • Investment Management
  • Certified Financial Planner (CFP)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What value does hiring a financial advisor in Austin add to one's wealth growth needs?

    A financial advisor in Austin will manage the portfolio of a client to keep it diverse and prevent too many assets from being placed in a single field. The holdings are arranged in manners that minimize taxability and improve returns over time. Professionals also prepare individuals for retirement and the smooth transition of inheritances to heirs.

  • What is the income tax implication of renting out a vacation home in Austin?

    The income tax implication of renting out a home in Austin depends on how long the property will be rented out for. The rent for an asset that is kept mostly for personal use won't be taxed, and this is defined as a dwelling unit that is rented out for no more than 14 days per year. The moment it is leased for a 15th day or more, the rental income is taxable.

  • What are the risks in Austin associated with investing in cryptocurrencies?

    Cryptocurrency investments are risky in Austin because the entire coin might be a pump-and-dump scheme. In this situation, the currency has no real value backing it other than initial investments and the purveyors will sell off all of their holdings once the price has artificially peaked from the initial onslaught of investments.

  • Is it never safe to invest in cryptocurrencies in Austin?

    No, it can be safe to invest in cryptocurrencies in Austin, but investors have to take security measures. Research is key to making sure that the proprietor behind the coin is legitimate and has solid financials. Sticking to reputable exchanges is advisable, and individuals must stay away from outrageous promises and unrealistic profit margins within a short period.

  • When assessing the value of an estate for tax purposes, what is the date used for valuation in Austin?

    In Austin, a person has two dates to choose from when valuing an estate for tax purposes, and the choice has to be made by the decedent while still alive. The first is the date when the decedent dies, the second is six months after the date of death. The choice between these two will vary on how the economy is doing, and it is better to delay for six months if a depreciation in real estate prices is likely.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.