Austin Mcchesney is a registered investment advisor at Ashworth Wealth, LLC, based in South Jordan, UT, with 5 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. 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
Ashworth Wealth does not directly manage your investments. Instead, they recommend third-party money managers who will manage your portfolio. The total annual advisory fee will not exceed 2.00%, a portion of which is paid to Ashworth Wealth by the third-party manager. Ashworth Wealth's portion will never be more than 1.25% per year. The exact fee and billing cycle will be detailed in the agreement with the third-party manager.
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.
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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.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.