At Ark Financial, we’ve met with well over 100 clients and businesses in the Central Texas/Austin area with respect to their financial planning needs. And because so many folks know our thoughts and feelings on all things “financial planning”, they often ask us who are some of the other planners and advisors we have in the area.
Never ones to avoid blatant honesty with respect to competition, and wanting our clients to be as informed as possible, here is a list of some of the financial firms that have a solid planning and advising history in the Austin area:
Davis & Wehrle: With $92.6 million AUM and two employees, they focus on individuals, high net worth individuals, and pension/profit sharing plans. They offer fixed fees, hourly charges, and can work with a percentage of assets.
Troubadour Capital: With $80 million AUM and four employees, Troubadour focuses on pooled investment vehicles and works on performance-based fees and percentage of assets.
Grace Capital Management: With $79.9 million AUM and four employees, Grace focuses on individuals, high net worth individuals, and pension/profit sharing plans. They also handle charities and non-profit as well as corporations and business financial needs. They work on a performance-based fee schedule and percentage of assets with commissions.
Murray & Co. Asset Management: With $79.5 million AUM and three employees, they focus on individuals, high net worth individuals, and pension/profit sharing plans specifically for corporations and businesses. Murray & Co. works on a percentage of assets.
Thornhill Securities: With $71.3 million AUM and eight employees, they focus on individuals, high net worth individuals, investment companies, and pooled investment vehicles. They work on percentage of assets, hourly charges, fixed fees, and commissions.