Austyn Whittenburg
Austyn Whittenburg is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Salt Lake City, UT, with 14 years of industry experience. Austyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 21,699 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.
Location
95 S. State Street, Suite 850, Salt Lake City, UT, 84111
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business ActivitiesSells Insurance
Austyn operates several DBAs for his LPL business, including Whittenburg Wealth Partners, Stratos Wealth Partners, and Weave Wealth Partners, dedicating full-time hours to these activities. He also spends minimal time on Clarity Capital LLC for tax/investment purposes and a few hours per week on non-variable insurance through Whittenburg Wealth Partners.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations22 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.