Derek Ripp is a CFP-designated registered investment advisor at Austin Wealth Management, LLC, based in Austin, TX, with 23 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 723 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
First $250,000 of managed assets is included with financial planning services. Fees over $5,000,000 are custom.
Fee Estimator
Location
5209 Burnet Road, Ste. 210, Austin, TX, 78756
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Austin Wealth Management, LLC
Previous Registrations
Wealth Management Corporation
NFP Securities, INC.
NFP Securities, INC.
The Masters
NFP Securities, INC.
Strong Capital Management INC
State Registrations1 state
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