AM
CFP
AM
CFP

Austin Marrs

14 Years of Experience
Houston, TX
Sells Insurance

Austin Marrs is a CFP-designated registered investment advisor at Tsa Wealth Management, based in Houston, TX, with 14 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 262 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
262 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$358.8M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.60%
$4.0M - $5.0M0.40%
$5.0M - $10.0M0.30%
$10M+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5718 Westheimer Road, Suite 950, Houston, TX, 77057

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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.

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Other Business ActivitiesSells Insurance

Austin is a licensed insurance agent in Texas since 2016, researching and potentially selling annuities and insurance products. This activity requires minimal time.

Employment History
Current Registrations
Tsa Wealth Management
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Tri-Star Advisors, INC.
July 2018 - February 2023 · 4 yrs 7 mos
Calton & Associates, INC.Broker
January 2015 - December 2022 · 7 yrs 11 mos
Parallax Investments, LLC
January 2012 - July 2018 · 6 yrs 6 mos
Tri-Star FinancialBroker
October 2011 - December 2014 · 3 yrs 2 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.
Austin Marrs - Financial Advisor | TrueAdvisor