Overview

Fee-only, fiduciary RIA focused on financial planning and DFA funds. Owner and full-time practice manager in Austin with the rest of staff virtual.

Clients nationwide, but mostly in central Texas. Custody at Schwab.

Interested in wrapping into bigger RIA and managing local Austin office, mergers, providing succession to retiring advisors, or acquisitions that could meaningfully benefit clients and both firms.

Market
RIA
Member Level
Basic
Last Activity
today

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