I
Ismail, Mustafa
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides fee-only financial planning services to individuals and high‑net‑worth individuals, offering tailored recommendations and education across topics such as investing, asset allocation, retirement rollovers, insurance, and taxes. It does not accept custody or discretionary authority over client accounts, and clients implement recommendations themselves or seek additional guidance from the adviser.
When analyzing investments the firm may use fundamental, technical, and cyclical methods and emphasizes long‑term diversified strategies along with detailed risk disclosures; financial plans are considered complete when recommendations are delivered and reviews are provided upon client request. The firm states it receives no third‑party compensation and does not charge performance‑based fees.
Noteworthy for a firm in the investment‑manager category, the adviser bills on an hourly basis rather than charging percentage‑of‑assets fees and does not provide ongoing asset management for pooled or discretionary accounts. The firm is a recently established sole proprietorship and the principal’s background in technology (including roles as a cloud architect and software engineer) is disclosed in the brochure.
Client services
Financial planning
Expertise
College savings (529s, UTMA, etc.)
Debt management
General tax planning
Fee options
$250 per hour
Fee-only: Financial planning charged at $250 per hour; fee may be negotiable
Main office location
Ismail, Mustafa
Cedar Park TX, United States
Number of offices
1
Most active in
Ismail, Mustafa 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 not active or affiliated with:
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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.
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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
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