Advisor at Oakwell Private Wealth Management
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Firm
Oakwell Private Wealth Management
Location
Austin, TX 78757
Credentials
PFS™, Series 63
Industry experience
23 years
Eric Vordenbaum is a financial advisor at Oakwell Private Wealth Management with 23 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Oakwell, he worked at Strategic Financial Concepts, LLC and LPL Financial LLC, and he has operated his own CPA firm since 2013. Oakwell Private Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm employs a blend of fundamental, technical, and cyclical analysis and uses both discretionary management and third-party portfolio managers.
Based on Oakwell Private Wealth Management
Based on Oakwell Private Wealth Management
Flat fees for financial planning services, negotiable and documented in the Financial Planning Agreement.
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.55%
Insurance commissions earned by investment adviser representatives through affiliated insurance sales.
Hourly fees for financial planning services, negotiable based on client needs.
Retainer fees for financial planning services, negotiable and dependent upon client needs.
Fee-only: Financial planning fees charged as fixed fees, hourly fees, and/or retainer fees, negotiable and dependent upon client needs and complexity.
3200 Steck Ave, Suite 200
Austin, TX 78757
Texas
Oakwell Private Wealth Management
2024 - Present (2 years)
Strategic Financial Concepts, llc
2014 - 2016 (2 years)
LPL Financial
2014 - 2016 (2 years)
Eric Vordenbaum, CPA, PLLC
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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