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TrueAdvisor
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CFP
AW
CFP

Austin Lee Wells

Lutz Financial
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningHigh Net WorthBusiness Owners
Lutz Financial
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
881 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$500K
Minimum Annual Fee:$5,000

Location

13616 California Street, Suite 300, Omaha, NE, 68154-5336

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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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Employment History
Current Registrations
Lutz Financial
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Securities America Advisors, INC.
May 2018 - January 2019 · 8 mos
Securities America, INC.Broker
May 2018 - January 2019 · 8 mos
Mutual of Omaha Investor Services, INC.
May 2015 - May 2018 · 3 yrs
Mutual of Omaha Investor Services, INC.Broker
February 2015 - May 2018 · 3 yrs 3 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.