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Amanda Austin

2 Years of Experience
Spring Valley, CA

Amanda Austin is a registered investment advisor at Austin Consulting, based in Spring Valley, CA, with 2 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13 clients with $57M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$56.8M

Fee Structure

Investment management only (planning not offered)

Austin Consulting is compensated by an agreed-upon annual retainer, ranging from $500 to $28,000 per year, depending on the anticipated work. Fees are billed either quarterly or semi-annually.

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Location

Spring Valley, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Austin Consulting
January 2026 - Present · 4 mos
Previous Registrations
Engel Consulting
February 2024 - December 2024 · 10 mos
Austin Consulting
August 2023 - December 2025 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.