AL
CFP
AL
CFP

Austin Little

8 Years of Experience
Fort Worth, TX

Austin Little is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Fort Worth, TX, with 8 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, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 26,230 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
740 advisors
Number of Clients
26,230 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$161.7B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable based on the size and complexity of the relationship, and generally do not exceed 1.50% per year. Minimum annual fees may apply to smaller accounts.

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

3526 W Vickery Blve, Fort Worth, TX, 76107

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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
Cerity Partners LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Arkadios CapitalBroker
December 2022 - December 2023 · 1 yr
Bd4ria, INC.Broker
July 2022 - December 2022 · 5 mos
Securities America Advisors, INC.
September 2018 - June 2022 · 3 yrs 9 mos
Securities America, INC.Broker
April 2018 - June 2022 · 4 yrs 2 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.
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