Lauren Podnos
Advisor at Wealth Care LLC
Updated today
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.
Firm
Wealth Care LLC
Location
Austin, TX
Credentials
Series 63, Series 65
Industry experience
12 years
About
Lauren Podnos is a financial advisor at Wealth Care LLC in Austin, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Schnall Advisory Services, Inc., TIAA-CREF, and Fidelity Brokerage Services LLC. Wealth Care LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset allocation with a core-and-satellite approach, combining passive index and ETF exposures with selective active funds, and manages accounts on a discretionary basis with regular reviews and tailored financial plans.
Expertise
Based on Wealth Care LLC
General retirement planning
General tax planning
Wealth management
Passive / index investing
Active portfolio management
Fee options
Fixed fees for financial planning based on complexity and scope
$0 - $1,000,000: 1% per year $1,000,001 - $3,000,000: 0.5% per year $3,000,001+: 0.25% per year
Minimum fee: $7,500 minimum annual fee Fee-only: Fee-only financial planning and investment management; no commissions or other compensation accepted
Location
Austin, TX
Most active in
Lauren P has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Wealth Care LLC
2025 - Present (1 year)
Wealth Care LLC
2021 - Present (5 years)
Schnall Advisory Services, Inc.
2018 - 2018 (1 year)
Wealth Care LLC
2017 - 2021 (4 years)
TIAA-CREF
2016 - 2017 (1 year)
FIdelity Brokerage Services LLC
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Rajit M
Series 65
Pflugerville, TX
Premca LLC
Kai L
Series 66
Austin, TX
Solaris Private Wealth Management
Andrew O
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
Mark M
CFP®, Series 63
Austin, TX
Mark Monreal & Associates
Christopher D
Series 66
Austin, TX
DeStefano Wealth Management
Michael M
CFP®, Series 63
Austin, TX
Mullett Financial LLC
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")