Cody Austin is a registered investment advisor at Austin Wealth Solutions, based in Shreve, OH, with 10 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 71 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account. A platform fee will also be charged.
Fee Estimator
Location
160 S. Market St, Shreve, OH, 44676
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cody is an employee at Troy Miller Agency since 2014, selling fixed life insurance and indexed annuities, taking nearly full-time. Cody also provides financial management services to business clients, dedicating about 10% of his time.
Employment History
Current Registrations
Austin Wealth Solutions
Previous Registrations
Brookstone Wealth Advisors, LLC
L.M. Kohn & CompanyBroker
L.M. Kohn & Company
Securities Service Network, INC.Broker
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.