Romy Pickron is a CFP-designated registered investment advisor at Asset Achievers, based in Austin, TX, with 12 years of industry experience. Romy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Asset Achievers manages investments as part of their financial planning service. The annual investment management fee is a maximum of 1.00% of your portfolio for assets over $400,000. The first $400,000 of assets are included in the financial planning fee. Fees are deducted from your account quarterly. The investment management fee is negotiable.
Location
5900 Balcones Drive # 20909, Austin, TX, 78731
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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.
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Romy is a co-owner and co-founder of Reducify LLC, a personal finance education company, since January 2022. Romy assists with management and provides educational content, dedicating about 10-20% of their time, with minimal time during securities trading hours.
Employment History
Current Registrations
Asset Achievers
Previous Registrations
Asset Achievers
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.