Find Top Financial Advisors Near Horseshoe Bay, Texas
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GRACE CAPITAL MANAGEMENT, LLC
Austin, Texas
Grace Capital Management, LLC is a small investment advisory firm based out of Austin, Texas. With a single office, the firm is dedicated to providing top-notch investment advisory services to its clients. The team at Grace Capital Management consists of three skilled professionals who collectively manage approximately $42,020,000 in assets under management per investment advisor. They offer various compensation structures, including a percentage of assets under management, fixed fees, and performance-based fees.
Although 401K and individual accounts account for less than 30% of their assets under management, Grace Capital Management possesses the capability to manage employer funds. Notably, 74% of the assets they manage are discretionary, enabling the firm to make informed investment decisions on behalf of their clients.
With a solid client base, Grace Capital Management serves over 250 individual clients who entrust them with more than $126,066,000 in assets under management. The firm takes pride in the expertise and experience of its advisors, with some of the longest-tenured professionals being Ben Meadows, David Fischer, and George Duff.
Grace Capital Management, LLC prioritizes delivering personalized and comprehensive investment advisory services to help clients meet their financial goals. With their extensive knowledge of the investment landscape and commitment to excellence, the firm strives to build long-term relationships based on trust and success.
49 FINANCIAL
Austin, Texas
49 Financial is a regional investment advisory firm based out of Austin, TX, with one office. With a total of 55 employees, the majority of them specialize in providing investment advisory services. On average, each investment advisor at 49 Financial manages approximately $4,270,000 in assets under management. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees.
Distinguished by their expertise in employer 401Ks and individual investments, nearly half of 49 Financial's assets under management come from these sources. The firm's advisors have amassed considerable experience in this space, providing them with a deep understanding of the intricacies involved. Moreover, 100% of the assets they manage are under the firm's discretionary control, emphasizing their commitment to delivering comprehensive and tailored investment solutions.
49 Financial proudly serves over 2,170 individual clients, effectively managing their combined assets under management, which amount to over $230,562,000. The firm's success is a result of its dedicated team, including several long-tenured advisors such as Kristian Mtetwa, Alexandra Eaton, and Kaili Winters. These experienced professionals bring a wealth of knowledge and a proven track record to their clients, ensuring that their investment goals are met with strategic guidance and personalized attention.
With a solid presence in Austin, TX, 49 Financial continues to provide exceptional investment advisory services to a diverse range of clients, empowering them to make informed financial decisions and secure their financial future.
SILICON HILLS WEALTH MANAGEMENT
Austin, Texas
Silicon Hills Wealth Management, a small investment advisory firm headquartered in Austin, TX, boasts a team of six highly skilled professionals, with four dedicated to providing top-notch investment advisory services. With an average of $60,180,000 in assets under management per investment advisor, they maintain a competitive position within the industry. Their compensation structure is diverse, offering options such as a percentage of assets under management, fixed fees, and hourly charges.
While the firm manages less than 30% of their assets under management in 401K and individual accounts, they possess the expertise to handle employer funds. An impressive 99% of the assets they oversee are discretionary, demonstrating their proficiency in making independent investment decisions. Catering primarily to high net worth individuals, Silicon Hills Wealth Management takes pride in managing the assets of over 60 esteemed clients, totaling an impressive $240,705,000.
The firm boasts a team of experienced advisors, with notable tenured professionals including Katia Palza, James Werner, and Glenda Molina. These individuals bring a wealth of knowledge and expertise to the table, ensuring that clients receive exceptional financial guidance and personalized wealth management solutions.
With a strong presence in the dynamic business landscape of Austin, Silicon Hills Wealth Management has carved a niche for itself as a trusted partner in the pursuit of financial prosperity. By combining their deep understanding of the industry, commitment to personalized service, and a track record of delivering results, they continue to thrive in assisting clients in achieving their financial goals.
CAPSTAR FINANCIAL SERVICES LLC
Austin, Texas
Capstar Financial Services LLC is a small investment advisory firm based out of Austin, Texas. With one office, the company specializes in providing investment advisory services to its clients. The firm boasts a dedicated team of six employees, three of whom are experienced investment advisors. Each advisor manages an average of approximately $42,110,000 in assets under management.
Capstar Financial Services LLC offers a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, about half of the firm's assets under management are sourced from employer 401(k) plans and individuals, showcasing their expertise in this area. The firm operates with discretionary authority over 100% of the assets it manages, providing clients with a comprehensive investment management solution.
In addition to their investment advisory services, Capstar Financial Services LLC also serves as an insurance broker or agent, offering comprehensive insurance solutions to their clients. With a strong focus on client satisfaction, the firm has amassed a loyal client base of over 260 individuals. Impressively, these clients have entrusted Capstar Financial Services LLC with managing over $126,331,000 in assets.
Suzette Porter and Rachel Neblett stand as two of the firm's most experienced and long-serving registered advisors, contributing their expertise to the team's success. Capstar Financial Services LLC continues to provide personalized financial solutions and exceptional service to its clients, ensuring their financial goals are effectively met.
FMP WEALTH ADVISERS
Austin, Texas
FMP Wealth Advisers, based out of Austin, TX, is a local investment advisory firm with a strong presence in the industry. With two offices, the company prides itself on providing comprehensive investment advisory services to its clients. Boasting a team of 13 skilled professionals, FMP Wealth Advisers maintains a robust workforce solely dedicated to offering top-notch financial guidance.
The firm manages an impressive average of $68,140,000 in assets under management per investment advisor, aligning well with the industry standard. FMP Wealth Advisers' compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. Although a smaller proportion of their assets under management comes from 401K and individual accounts, they possess the expertise to effectively handle employer funds.
With a discretionary approach, FMP Wealth Advisers skillfully oversees a staggering 95% of the assets they manage, primarily serving high net worth individuals. The firm has built enduring relationships with their clientele, boasting a remarkable portfolio of over 390 individual clients, entrusting the management of their assets, which amounts to an impressive $817,664,000.
FMP Wealth Advisers takes pride in its experienced team of advisors. Notable names among their longest tenured advisors include John Hixson, Harry Hixson, and Adam Todd. Their wealth of experience and expertise further solidify the firm's reputation for delivering exceptional financial advice and services.
In conclusion, FMP Wealth Advisers stands out as a reliable local investment advisory firm in Austin, TX. With their skilled team, substantial assets under management, and extensive experience, they continue to cater to the financial needs of their diverse clientele with utmost dedication and professionalism.
ENCLAVE ADVISORS, LLC
Austin, Texas
Enclave Advisors, LLC, based out of Austin, TX, is a leading investment advisory firm catering to high net worth individuals. With over 10 individual clients and a staggering $900,406,000 in assets under management, Enclave Advisors has built a strong reputation for providing exceptional financial guidance.
Operating from two offices, the firm boasts a team of six dedicated professionals, three of whom specialize in providing comprehensive investment advisory services. With an average of approximately $300,140,000 in assets under management per investment advisor, Enclave Advisors surpasses the industry average, showcasing their expertise in managing substantial portfolios.
Enclave Advisors adopts a discretionary approach, handling 100% of the assets they manage, allowing clients to entrust their investments with confidence. Their compensation structure is flexible, offering various options, including a percentage of assets under management, ensuring alignment with their clients' goals.
The firm takes pride in its long-standing relationships, fostered by the expertise and dedication of its advisors. Among the notable and experienced team members are Jonathan Falls, Aaron Stanley, and Matthew Garrett, who have played integral roles in the firm's success.
Enclave Advisors sets itself apart by providing personalized and tailored investment strategies, designed to maximize returns and mitigate risk. With a commitment to excellence and a client-centric approach, Enclave Advisors remains a trusted partner for individuals seeking expert financial advice and management of their substantial wealth.
REMBRANDT FINANCIAL GROUP LLC
Austin, Texas
Rembrandt Financial Group LLC, headquartered in Austin, TX, is a small investment advisory firm with a strong foothold in the industry. With six dedicated employees, four of whom specialize in investment advisory services, Rembrandt Financial Group LLC offers expert financial guidance to a diverse range of clients.
The firm boasts an impressive track record, managing an average of approximately $36,460,000 in assets per investment advisor. Their compensation structure is flexible, including various options such as a percentage of assets under management and hourly charges, ensuring clients can select a plan that aligns with their specific needs.
Rembrandt Financial Group LLC has built a loyal client base, serving over 160 individuals and managing a total of more than $115,400,000 in assets. Their expertise in employer 401Ks and individual investment management is evident, as these sources account for half of the assets they manage. Furthermore, an impressive 96% of the assets under their management are handled with discretionary authority, reflecting the trust placed in their expertise.
With a single office in Austin, Rembrandt Financial Group LLC prides itself on providing personalized service and maintaining strong client relationships. The firm's success can be attributed, in part, to the expertise and experience of their longest-tenured advisors, including Mickey Bryan, Wyatt Guggisberg, and Daniel Tapia.
Overall, Rembrandt Financial Group LLC stands out in the investment advisory industry due to its dedicated team, substantial assets under management, and a reputation for delivering exceptional financial guidance to a diverse clientele.
TRUE FINANCIAL GROUP
Cedar Park, Texas
True Financial Group is a small investment advisory firm based out of Cedar Park, TX, with one office. With a team of two dedicated professionals, they specialize in providing top-notch investment advisory services. Their average assets under management per investment advisor amount to approximately $115,500,000, aligning with industry averages. True Financial Group adopts a flexible compensation structure, offering various options such as a percentage of assets under management and fixed fees.
Renowned for their expertise in managing employer 401Ks and individual portfolios, True Financial Group excels in this space, accounting for nearly half of their assets under management. The firm exercises full discretion over 100% of the assets they manage, ensuring personalized and efficient service.
True Financial Group proudly serves a diverse clientele, boasting a robust base of over 470 individual clients with a combined total of more than $231,000,000 in assets under management. Among the firm's notable advisors, Marie Freemyer and Scott Brischke stand out as long-tenured registered advisors, exemplifying their commitment to providing valuable guidance and exceptional client experiences.
As a reputable investment advisory firm, True Financial Group understands the significance of building strong relationships with their clients and providing tailored solutions to meet their financial goals. With their extensive industry knowledge and dedication to excellence, True Financial Group continues to deliver outstanding results and foster long-lasting partnerships with their valued clients.
KESTRA INVESTMENT MANAGEMENT, LLC.
Austin, Texas
Kestra Investment Management, LLC, based out of Austin, TX, is a local investment advisory firm with a strong presence in the industry. With over 1,460 individual clients and assets under management exceeding $109,810,000, Kestra has established itself as a trusted partner for individuals and employers alike. Specializing in managing employer 401K plans and individual portfolios, the firm possesses the expertise and knowledge necessary to optimize investment strategies for their clients.
With a singular focus on discretionary asset management, Kestra Investment Management, LLC ensures that all decisions are made in the best interest of their clients. The firm's compensation structure encompasses various types, including a percentage of assets under management, enabling them to align their interests with those of their clients.
The team at Kestra Investment Management, LLC consists of 12 highly skilled professionals, with 10 dedicated investment advisors who collectively oversee an impressive average of approximately $10,980,000 in assets under management per advisor. Notably, Benjamin Smith, Haolun Zhang, and John Barragan are among the firm's longest tenured advisors, bringing a wealth of experience and expertise to their clients' portfolios.
As a client-centric organization, Kestra Investment Management, LLC is committed to providing personalized solutions tailored to the unique needs and goals of each individual or employer. Their extensive track record of success, combined with their dedication to exceptional service, solidifies their position as a leading investment advisory firm in the Austin, TX area.
HALBERT WEALTH MANAGEMENT, INC
Austin, Texas
Halbert Wealth Management, Inc is a reputable investment advisory firm headquartered in Austin, Texas. With one office location, the firm is dedicated to providing comprehensive financial solutions to individuals and businesses. Boasting a team of five experienced professionals, including four investment advisors, Halbert Wealth Management, Inc offers expert guidance and personalized strategies to help clients achieve their financial goals.
With an impressive average of approximately $38,290,000 in assets under management per investment advisor, Halbert Wealth Management, Inc has established a strong track record in managing wealth effectively. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with clients' interests and success.
While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. A notable feature of Halbert Wealth Management, Inc's portfolio is that 58% of the assets they manage are discretionary, enabling them to proactively adapt to market conditions and seize investment opportunities on behalf of their clients.
With a diverse clientele of over 160 individual investors, the firm oversees an impressive $153,165,000 in assets under management. Notably, Debi Halbert stands out as one of the longest tenured registered advisors, having been with the company since 1995. Her extensive experience and commitment to client success have contributed to the firm's stellar reputation and continued growth.
Halbert Wealth Management, Inc's unwavering dedication to providing exceptional financial services, combined with their experienced team and personalized approach, positions them as a trusted partner for individuals and businesses seeking reliable and effective wealth management solutions in the Austin, Texas area.
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HALBERT WEALTH MANAGEMENT, INC
Austin, Texas
Halbert Wealth Management, Inc is a reputable investment advisory firm headquartered in Austin, Texas. With one office location, the firm is dedicated to providing comprehensive financial solutions to individuals and businesses. Boasting a team of five experienced professionals, including four investment advisors, Halbert Wealth Management, Inc offers expert guidance and personalized strategies to help clients achieve their financial goals.
With an impressive average of approximately $38,290,000 in assets under management per investment advisor, Halbert Wealth Management, Inc has established a strong track record in managing wealth effectively. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with clients' interests and success.
While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. A notable feature of Halbert Wealth Management, Inc's portfolio is that 58% of the assets they manage are discretionary, enabling them to proactively adapt to market conditions and seize investment opportunities on behalf of their clients.
With a diverse clientele of over 160 individual investors, the firm oversees an impressive $153,165,000 in assets under management. Notably, Debi Halbert stands out as one of the longest tenured registered advisors, having been with the company since 1995. Her extensive experience and commitment to client success have contributed to the firm's stellar reputation and continued growth.
Halbert Wealth Management, Inc's unwavering dedication to providing exceptional financial services, combined with their experienced team and personalized approach, positions them as a trusted partner for individuals and businesses seeking reliable and effective wealth management solutions in the Austin, Texas area.
RIA WEALTH ADVISORS, LLC
Round Rock, Texas
Ria Wealth Advisors, LLC, a local investment advisory firm based out of Round Rock, TX, has cultivated strong relationships with over 90 individual clients, entrusting them with an impressive $91,930,000 in assets under management. With three offices strategically located, Ria Wealth Advisors is dedicated to serving the financial needs of their local community.
The firm's expertise extends to managing both employer 401Ks and individual accounts, with approximately half of their assets under management originating from these sources. This valuable experience positions them well to provide tailored advice and guidance in these areas, ensuring clients' financial goals are met.
Ria Wealth Advisors takes a discretionary approach to managing assets, showcasing their ability to make informed investment decisions on behalf of their clients. Their compensation structure is designed to align with their clients' best interests and includes models such as a percentage of assets under management and fixed fees, ensuring transparency and mutual benefit.
With a team of eight dedicated employees, including six investment advisory professionals, Ria Wealth Advisors is able to deliver personalized attention and support to their clientele. On average, each investment advisor oversees approximately $15,320,000 in assets under management, reflecting their commitment to providing individualized solutions to meet clients' unique needs.
As a trusted partner in the financial industry, Ria Wealth Advisors, LLC, through their comprehensive services and localized focus, continues to build strong client relationships and assist in securing their financial well-being.
YCG, LLC
Austin, Texas
YCG, LLC, based out of Austin, TX, is a small investment advisory firm that prides itself on providing personalized financial solutions to its clients. With 8 dedicated employees, including 4 experienced investment advisors, YCG, LLC offers a wide range of services to individuals seeking expert guidance in managing their wealth.
With an impressive average of approximately $45,200,000 in assets under management per investment advisor, YCG, LLC demonstrates its commitment to delivering comprehensive financial strategies. The firm's compensation structure encompasses various options, including a percentage of assets under management and hourly charges, ensuring flexibility and transparency.
YCG, LLC has established a strong reputation within the industry, managing over $1,102,869,000 in assets for more than 40 individual clients. The firm's exceptional track record and attention to detail have contributed to an impressive 99% of the assets they manage being discretionary.
Operating from a single office, YCG, LLC cultivates a client-centric approach, tailoring investment plans to meet each client's unique goals and risk tolerance. Brian Yacktman and William Kruger, two of the firm's longest tenured registered advisors, bring extensive expertise to the table, further enhancing the quality of service provided.
With a commitment to maintaining strong client relationships and a focus on delivering results, YCG, LLC continues to be a trusted partner for individuals seeking sound investment advice in the Austin, TX area and beyond.
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