Vannoy Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$172,437,655
Clients
54
89% high-net worth
Advisors
2
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
27
LowAverage account size
$3,193,290
About
Vannoy Advisory Group serves individuals, high-net-worth clients, families and a range of other entities, offering ongoing financial planning and discretionary investment management as well as limited-scope, one-time planning engagements. The firm provides customized plans, implementation assistance, and coordination with other professionals to address cash flow, retirement, tax and estate-related planning needs.
The firm follows a long-term, buy-and-hold investment approach using diversified allocations to low-cost mutual funds, ETFs and ETNs, and it conducts regular monitoring, rebalancing and portfolio tax management (including tax-loss harvesting when appropriate). Client communication and reporting are supported through an online client dashboard, secure document vault and periodic review meetings to track goals and update plans.
Distinctive aspects include a small, family-owned advisory team that manages a substantial asset base across a relatively limited number of client relationships, indicating a more tailored service model than larger firms. Vannoy Advisory Group operates on a fee-only basis, relies on major discount broker custodians (and receives related non-cash benefits), does not take custody of client assets, and does not vote client proxies.
Client services
Expertise
Fee options
Flat fee for limited financial planning engagements, billed in thirds (deposit, during process, upon delivery)
$0 - $749,999.99: 0.85% $750,000 - $1,499,999.99: 0.65% $1,500,000 - $2,999,999.99: 0.30% $3,000,000+: 0.20%
$250 per hour for Lead Planners; $90 per hour for administrative work (for limited-scope financial planning engagements)
Minimum fee: Minimum quarterly fee of $1,500 for investment advisory services Fee-only: Fee-only financial planning and investment management firm; no commissions or sales-related compensation
Main office location
Vannoy Advisory Group, Inc.
5900 Balcones Drive, Suite 21610
Austin TX 78731, United States
Number of offices
1
Most active in
Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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