Wealth Beyond Math
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,016,387
Clients
10
10% 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
10
LowAverage account size
$501,639
About
Wealth Beyond Math LLC is a single‑advisor registered investment adviser that provides wealth management and comprehensive financial planning to individuals, small businesses, and charitable entities. In addition to serving its retail client base, the firm also delivers financial planning through an independent contractor arrangement to the clients of an unaffiliated registered investment adviser.
The firm’s investment approach is grounded in Modern Portfolio Theory and implemented primarily through passive, long‑term allocations to mutual funds and exchange‑traded funds, with discretionary portfolio management and periodic rebalancing. Wealth Beyond Math uses goal‑based asset allocation, avoids market timing, and will recommend and monitor third‑party outside managers when appropriate.
Notably, the principal holds CFP®, CFA®, and Registered Life Planner® credentials and serves as an Assistant Trainer at the Kinder Institute of Life Planning, reflecting an emphasis on integrating life‑planning with investment advice. The firm’s practice also includes contracted planning work for another advisory firm’s clients and an arrangement to assume fees charged by recommended outside managers rather than billing those manager fees separately to clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Subcontract financial planning services to other investment adviser
Subcontract financial planning services to other investment adviser
Expertise
Cash flow / budgeting
Tax strategies for small businesses
Fee options
Project-Based Financial Planning Services fixed fee (see fee_only for ranges)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.55% $10,000,001+: 0.35%
Hourly rate of $388 for financial planning services if fee exceeds 3% or in case of early termination
Minimum fee: Minimum annual advisory fee is $8,888 for clients with less than $1,000,000 AUM Fee-only: Project-Based Financial Planning Services fixed fees typically range from $3,888 to $15,888
Main office location
Wealth Beyond Math
5900 Balcones Drive, #21803
Austin TX 78731, United States
Number of offices
1
Most active in
Wealth Beyond Math 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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