Advisor at Creative Planning
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Firm
Creative Planning
Location
Hernando, MS
Credentials
CFP®, Series 65
Industry experience
6 years
Austin Mc Donough is a CFP® and Series 65-registered financial advisor with six years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Keystone Wealth Partners and Edward Jones. His background also includes positions outside the financial industry, such as work at Liberty University, the YMCA, and Hockey Hut. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.
Based on Creative Planning
Based on Creative Planning
Financial planning fees typically range from $1,500 to $15,000; executive programs or complex cases range from $5,000 to $300,000; flat fees are negotiated and agreed upon beforehand
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%
Negotiable hourly fee for Retirement Plan Services and financial planning services
Account minimum: $200,000 Minimum fee: Minimum management fee for clients with assets under $500,000; $10,000 minimum for nonprofit organizations; $10,000 minimum for consulting services in Retirement Plan Services; $1,000 minimum for 3(38) investment advisory services in Retirement Plan Services
Hernando, MS
Mississippi
Creative Planning, LLC
2022 - Present (4 years)
Keystone Wealth Partners
2019 - 2022 (3 years)
Edward Jones
2019 - 2019 (1 year)
Liberty University
2015 - 2019 (4 years)
Ymca
2015 - 2016 (1 year)
Hockey Hut
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Southaven, MS
Paladin Wealth Management
Series 63, Series 65
Olive Branch, MS
Olive Branch Capital, LLC
Series 63, Series 65
Olive Branch, MS
Olive Branch Capital, LLC
Series 65
Hernando, MS
Apricity Financial, LLC
Series 63, Series 66
Walls, MS
Independent Advisor Alliance, llc
Series 66
Hernando, MS
Edward Jones
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