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Austin Boots

9 Years of Experience
North Little Rock, AR
Sells Insurance

Austin Boots is a registered investment advisor at Lukas Total Wealth, based in North Little Rock, AR, with 9 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 381 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
381 clients
Average Client Portfolio
$263K average
Assets Under Management
$100.1M

Fee Structure

Investment management only (planning not offered)

Lukas Total Wealth does not directly manage investments. Instead, they refer clients to other investment advisors. Here's how those fees work:

  • Betterment: 1.00% annually (0.75% to Lukas Total Wealth, 0.25% to Betterment)
  • GeoWealth: Tiered fees ranging from 0.10% to 1.95% annually, plus a $12 monthly technology fee. This fee covers Lukas Total Wealth, GeoWealth, and any model providers.
  • AE Wealth Management: Tiered fees ranging from 0.10% to 1.95% annually. This fee covers Lukas Total Wealth, AE Wealth Management, and any model providers.
  • The Pacific Financial Group (TPFG): 1.95% annually (0.75% to Lukas Total Wealth, 1.25% advisory fee and 0.70% administrative fee to TPFG)
  • Flourish Cash: 0.10% annually, deducted from the client's APY.
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Location

9792 Maumelle Blvd, North Little Rock, AR, 72113

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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 the owner and president of Boots Family LLC, created to manage compensation, obtain limited liability, and provide tax benefits. Austin also works as a life, health, and disability insurance agent, dedicating minimal time to these activities.

Employment History
Current Registrations
Lukas Total Wealth
September 2024 - Present · 1 yr 8 mos
Previous Registrations
MML Investors Services, LLC
August 2023 - March 2024 · 7 mos
MML Investors Services, LLCBroker
May 2020 - March 2024 · 3 yrs 10 mos
Nylife Securities LLCBroker
October 2015 - May 2020 · 4 yrs 7 mos
State Registrations1 state
AR
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 Boots - Financial Advisor | TrueAdvisor