SA
CFP
SA
CFP

Steven Aycock

27 Years of Experience
Austin, TX
1 DisclosureSells Insurance

Steven Aycock is a CFP-designated registered investment advisor at Austin Money Management Corporation, based in Austin, TX, with 27 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $300M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
83 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$296.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3907 Medical Parkway, Suite 101, Austin, TX, 78756

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History

Regulatory History (1)
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Regulatory
January 2017
Final
Other Business ActivitiesSells Insurance

Steven is an independent insurance agent through Aycock Financial Group, selling various insurance products since 2007. He also works as an analyst for NBC Sports - Golf Channel, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Austin Money Management Corporation
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - January 2020 · 2 yrs 10 mos
MML Investors Services, LLC
March 2017 - January 2020 · 2 yrs 10 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
August 1998 - January 2015 · 16 yrs 5 mos
New England SecuritiesBroker
August 1998 - January 2015 · 16 yrs 5 mos
State Registrations1 state
TX
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.