Austin Wealth Solutions

Austin Wealth Solutions provides discretionary portfolio management and selection/monitoring of third‑party advisers to individuals (including high‑net‑worth clients), corporations, and charitable organizations, and reports managing approximately $4.03 million in discretionary client assets. The firm also offers employee benefits coaching for businesses, hosting quarterly meetings to help employees choose among benefit options.

Investment management is implemented primarily through Altruist LLC’s Model Marketplace and custodial relationships the firm recommends, with portfolios constructed around an asset‑allocation approach across equities, fixed income, international holdings, and cash equivalents. Austin Wealth Solutions exercises discretionary trading authority, actively monitors and rebalances model portfolios, and conducts due diligence and at least annual reviews when recommending third‑party advisers.

A notable and uncommon feature is that the firm is registered as an insurance agency and its owner is a licensed insurance agent appointed with various insurance companies, which enables the sale of insurance products to advisory clients and may result in commissions disclosed separately from advisory fees. Combined with its use of a model marketplace and its business‑oriented services (employee benefits coaching and consulting), the firm blends investment management with insurance and benefits advice in a way that is atypical for similarly sized advisers.