E2 Advisory

E2 Advisory is a registered investment advisory firm based in Austin, Texas, that operates primarily as a solicitor or referral service. Instead of managing your investments directly or creating financial plans, E2 Advisory evaluates your needs, investment objectives, and financial situation to connect you with other registered investment advisory firms. E2 Advisory does not manage client assets, place trades, or review client accounts. Once you become a client of the referred advisory firm, that firm will manage your portfolio and charge its own advisory fees in accordance with its own disclosures. E2 Advisory receives a referral fee paid directly by the other advisory firm, which is a percentage of the advisory fee you pay them. This does not increase the total fee you pay. Additionally, E2 Advisory's associated professionals may hold licenses as insurance agents or registered representatives of an unaffiliated broker-dealer, through which they can earn commissions on the sale of insurance products or securities like variable annuities.