Austin Mcchesney is a registered investment advisor at Ashworth Wealth, LLC, based in South Jordan, UT, with 5 years of industry experience. Austin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 300 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.00%, with the registered investment advisor's portion capped at 1.25%. Fees are negotiable.
Fee Estimator
Location
897 W. Baxter Dr., South Jordan, UT, 84095
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Regulatory History
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 →Other Business Activities
Austin is an advisor at Ashworth Wealth, LLC, focusing on investment advisory planning within the financial planning process, dedicating full-time hours to this role. He also serves as a Community Advisor Member for GotYou, a startup company, providing feedback and building awareness, which takes minimal time.
Employment History
Current Registrations
Ashworth Wealth, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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
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