Wealth Management Services of Austin, LLC

The firm serves primarily individual clients and also works with high‑net‑worth families, charitable organizations, pension and profit‑sharing plans, and private businesses. It offers hourly financial planning consultations and discretionary investment management charged as a percentage of assets under management (the brochure reports approximately $11.5 million AUM across 19 clients).

The adviser uses fundamental security analysis and generally invests for the long term while occasionally employing short‑term strategies, monitoring managed accounts on an ongoing basis and conducting formal reviews at least quarterly with written reports. Financial planning engagements are billed hourly and may be terminated at any time; when given discretionary authority, the firm limits that authority (no withdrawals) and restricts transactions to stocks, bonds, mutual funds and government securities.

Distinctive features include an affiliated accounting practice owned by the firm’s principal that provides substantial compensation and time commitment yet does not offer investment services, an arrangement that is uncommon among independent solo advisers. The firm also explicitly serves institutional‑type clients such as pension and profit‑sharing plans and recently disclosed a material change updating its assets under management, both of which set it apart from many peers.