Zachary Butler
Zachary Butler is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, with 24 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Zachary is a member and managing partner of Medspa Expansion Group, LLC, investing in medspas, and also works as a financial advisor for Three Bridges Planning, dedicating nearly full-time hours to this role. Additionally, Zachary manages a tax entity (FL ZIB INC) and two rental properties, requiring minimal time.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations10 states
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.