Her Personal Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
85
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
85
Very HighAverage account size
$0
About
Her Personal Finance is a fee-only, independent advisory firm that provides comprehensive financial planning and dedicated 401(k) assessment services for individuals, high‑net‑worth clients, and businesses. The firm does not manage or custody client assets and delivers recommendations for clients to implement through their chosen custodians or third‑party professionals.
Services are offered as either project‑based or ongoing planning engagements billed on hourly or fixed‑fee arrangements rather than percentage‑of‑AUM fees, and recommendations draw on long‑term asset allocation principles, fundamental analysis, and a mix of passive and active funds (including socially responsible options). The firm’s planning scope routinely includes business planning, employee‑benefits optimization, estate and tax planning guidance, and coordination with attorneys, accountants, or insurance professionals as needed.
Compared with many independent advisers, the principal maintains a separate financial‑education practice and conducts seminars and workshops as part of client outreach, and the firm’s communications include client testimonials. The firm also highlights specialized services such as 401(k) benchmarking and participant surveys while expressly disclosing it does not accept custody, participate in wrap programs, or charge AUM‑based fees.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Demographic focus
Women Professionals
Fee options
Hourly fees ranging from $0 to $600 per hour for Upfront and Project-Based Financial Planning; $400 to $600 per hour for 401K assessments
Recurring fixed fees for Ongoing Financial Planning ranging from $0 to $1,000 monthly
Fee-only: Hourly fees ranging from $0 to $600 per hour; Fixed recurring fees ranging from $0 to $1,000 per month
Main office location
Her Personal Finance
Austin TX, United States
Number of offices
1
Most active in
Her Personal Finance has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · New York · 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
-
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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