Advisor at Austec Wealth Management, LLC
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
Stratton, CO
Credentials
Series 63, Series 66
Industry experience
23 years
John Hamel is the sole advisor at Austec Wealth Management, LLC in Stratton, Colorado, holding Series 63 and 66 licenses with 23 years of industry experience. He is also the managing member of Austec Business Transitions, LLC, a consulting firm that provides exit planning and pre-sale readiness services to business owners, and Austec Capital, LLC, an M&A advisory company. Austec Wealth Management offers financial planning and portfolio management services to individuals and business entities, employing a diversified asset allocation approach that incorporates secular market-cycle indicators alongside traditional buy-and-hold strategies. The firm primarily utilizes no-load mutual funds, ETFs, subadvisors, and commodity vehicles in managing client portfolios.
Based on Austec Wealth Management, LLC
Fixed fees or hourly fees may be charged for services beyond standard engagement, such as estate administration or extensive tax documentation.
$0 - $1,000,000: 1.10% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.90% Above $10,000,000+: Negotiable
Financial planning and hourly planning services at $150/hour; fees range from $500 minimum to $12,700 maximum.
Account minimum: $200,000 Minimum fee: Annual minimum fee of $2,000, not to exceed 2% of assets under management, covering services up to a recommended minimum of $200,000 in assets; may be waived or reduced at the firm's sole discretion. Fee-only: Yes, all compensation is from client fees only; no compensation from commissions or sales of securities.
Stratton, CO
Colorado · Texas
Austec Capital, LLC
2022 - Present (4 years)
GT Securities, Inc.
2022 - Present (4 years)
Austec Business Transitions, LLC
2015 - Present (11 years)
Austec Wealth Management
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
