Faykus Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,952,287
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
34
53% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
LowAverage account size
$528,008
About
Faykus Financial, LLC is a one-advisor firm that provides comprehensive financial planning and investment management to individuals (including high-net-worth clients), small businesses, foundations, and retirement plan sponsors; the firm manages roughly $18 million on behalf of a small client base. Services include personalized financial planning, facilitation of investment management through institutional third‑party managers, and assistance with retirement plan and business-related planning.
The firm’s investment advice is built around target asset‑class allocations and the use of institutional managers who implement diversified, structured mutual‑fund portfolios with ongoing rebalancing and risk monitoring; the advisor conducts an initial client interview, prepares a written plan or IPS, and conducts periodic reviews. In addition to portfolio work, the firm offers periodic educational workshops and provides ongoing planning support, family governance and multi‑family office coordination, and co‑trustee services when requested.
Noteworthy distinctions include that the firm operates under common control with another investment adviser and maintains a membership and a small equity interest in a distribution network that provides direct access to insurance carriers; the firm’s principal is a licensed insurance agent and may therefore recommend and place insurance products in addition to fee‑based advisory services. The practice also emphasizes multi‑generational legacy work (an “impact map” approach), assists clients with establishing and managing family foundations, and offers educational seminars—services that are less common among similarly sized supported firms.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Divorce financial planning
Cash flow / budgeting
Retirement income strategy
Long-term care insurance
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Intergenerational Families
Values-based investing
Fee options
Family governance services minimum $100,000; project-based planning fees from $5,820 to $1,000,000 per plan; educational workshops $500 to $3,500 per session.
$0 - $2,499,999: 1.25% (125 bps) $2,500,000 - $4,999,999: 1.15% (115 bps) $5,000,000 - $10,000,000+: 1.00% (100 bps)
$490 per hour, billed in 15-minute increments
Family governance services monthly retainer paid in equal installments over 12 months; retainer fees range from $5,820 to $1,000,000 annually.
Fee-only: Financial planning: project-based fees from $5,820 to $1,000,000 per plan, hourly fees $490/hour, family governance minimum $100,000; educational workshops $500 to $3,500 per session; retainer fees $5,820 to $1,000,000 annually.
Main office location
Faykus Financial, LLC
13809 Research Blvd., Suite 537
Austin TX 78750, United States
Number of offices
2
Most active in
Faykus Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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