Austin Gwilliam
Austin Gwilliam is a registered investment advisor at Global Retirement Partners LLC, based in Newport Beach, CA, with 23 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
4695 MacArthur Ct, 6th Floor, Newport Beach, CA, 92660
Get directionsHistory
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 →Other Business Activities
Austin is affiliated with Global Retirement Partners, LLC, and GRP Financial California as a registered investment advisor. He dedicates full-time hours to activities including financial planning, rendering investment advice for a fee, and retirement plan consulting.
Employment History
Current Registrations
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
NFP Retirement
Financial Telesis INCBroker
Securian Financial Services, INC.Broker
Pan-American Financial AdvisersBroker
State Registrations4 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.