Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
331 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$461.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3200 Steck Ave, Suite 200, Austin, TX, 78757
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Oakwell Private Wealth Management
March 2024 - Present · 2 yrs
Previous Registrations
Hilltop Securities INC.
February 2022 - March 2024 · 2 yrs 1 mo
Hilltop Securities INC.Broker
February 2022 - March 2024 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2020 - February 2022 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2020 - February 2022 · 2 yrs 1 mo
UBS Financial Services INC.
June 2017 - October 2019 · 2 yrs 4 mos
UBS Financial Services INC.Broker
March 2017 - October 2019 · 2 yrs 7 mos
Fidelity Brokerage Services LLCBroker
October 2015 - March 2017 · 1 yr 5 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.