AR
CFA · CFP
AR
CFA · CFP

Adam Reinking

16 Years of Experience
Austin, TX

Adam Reinking is a CFA, CFP-designated registered investment advisor at Redbud Advisors, based in Austin, TX, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 60 clients with $370M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
60 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$367.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.95%

The firm generally charges 0.95% annually on managed assets, though fees are negotiable and may be higher or lower depending on account complexity and size. Wealth advisory oversight may also be charged as a fixed fee ranging from $1 to $250,000 per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

706 Guadalupe Street, Austin, TX, 78701

Get directions

History

Regulatory History
Clean regulatory record

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

Adam is a licensed real estate broker with All City Real Estate, spending minimal time per month. He is also a principal at Redbud Development Group LLC, a real estate development company, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Redbud Advisors
March 2019 - Present · 7 yrs 7 mos
Previous Registrations
Adviceperiod, LLC
February 2017 - December 2018 · 1 yr 10 mos
Rpg Family Wealth Advisory, LLC
October 2011 - February 2017 · 5 yrs 4 mos
Centaurus Financial, INC.
May 2010 - December 2011 · 1 yr 7 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.
More Advisors