Austen Auger
Advisor at Shira Ridge Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Shira Ridge Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vacouver, WA
Credentials
Series 65
Industry experience
1 year
Austen Auger is a financial advisor at Shira Ridge Wealth Management with a Series 65 designation and two years of industry experience. Prior to joining Shira Ridge, he worked in various roles including at Break Bread Sandwich Shop and Big Brothers & Big Sisters Columbia NorthWest. Shira Ridge Wealth Management serves individual and high-net-worth clients as well as small business owners, managing approximately $323 million in discretionary assets. The firm emphasizes diversified portfolios using ETFs and mutual funds, tax-aware implementation, and regular portfolio reviews, with financial planning as a central component of client relationships.
Based on Shira Ridge Wealth Management
$0 - $999,999: 1.00% annually $1,000,000 - $1,499,999: 0.90% annually $1,500,000 - $2,999,999: 0.80% annually $3,000,000 - $4,999,999: 0.60% annually $5,000,000 - $7,499,999: 0.40% annually $7,500,000+: Customized
$300 - $500 per hour for project basis financial planning work
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $60 for accounts smaller than $10,000 Fee-only: Yes, fee-only advisory firm, no commissions
Vacouver, WA
California · Nevada · New York · Oregon · Texas · Washington
Shira Ridge, Wealth Management
2024 - Present (2 years)
Break Bread Sandwhich Shop
2023 - 2024 (1 year)
Big Brothers & Big Sisters Columbia NorthWest
2023 - 2023 (1 year)
UnEMPLOYED
2022 - 2023 (1 year)
Merrell - Wolverwine Worldwide
2021 - 2022 (1 year)
UnEMPLOYED
2020 - 2021 (1 year)
Sports Basement, Inc.
2017 - 2020 (3 years)
The North Face - VF Corp.
2016 - 2017 (1 year)
UnEMPLOYED
2016 - 2016 (1 year)
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Lawyer
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Real estate agent
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Other specialized services
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