Austin Vealey
Austin Vealey is a registered investment advisor at Osaic Wealth, INC., based in Ocala, FL, with 11 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
7380 SW 60th Ave, Suite 4, Ocala, FL, 34476
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Regulatory History (1)
Financial
October 2019Other Business ActivitiesSells Insurance
Austin is the owner/CPA of Acorn Tax and Wealth Advisors, providing tax analysis, consulting, and filing services, which takes up more than full-time hours. Austin also acts as an agent/owner for insurance at the same firm, recommending various insurance products and annuities, dedicating a few hours per week to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations4 states
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.