AF
CFP
AF
CFP

Austin Fetch

10 Years of Experience
Sun City, AZ
Sells Insurance

Austin Fetch is a CFP-designated registered investment advisor at Ae Wealth Management, LLC, based in Sun City, AZ, with 10 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
128,073 clients
Average Client Portfolio
$389K average
Assets Under Management
$49.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10699 W Bell Rd, Sun City, AZ, 85351

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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 financial advisor and insurance sales representative for Hybrid Retirement Solutions, dedicating full-time hours to this role. He also works as an advisor for Dare to Retire U, teaching classes and dedicating a few hours per week to this activity.

Employment History
Current Registrations
Ae Wealth Management, LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2018 - October 2020 · 2 yrs 7 mos
Charles Schwab & CO., INC.Broker
March 2018 - October 2020 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
July 2016 - February 2018 · 1 yr 7 mos
Ameriprise Financial Services, INC.Broker
December 2015 - February 2018 · 2 yrs 2 mos
State Registrations1 state
AZ
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.
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