Do you have an office in Austin?

Yes. Our office is at 3835 CR 175, Unit #840, Leander, TX 78641, and we meet clients there by appointment. Our office sits just north of Austin in Leander, and Austin households make up the core of the practice.

What is the minimum to work with an advisor in Austin?

There is no minimum. We are happy to have a first conversation with Austin households regardless of where you are starting, and you can begin with only a portion of your assets. The first thirty minutes are complimentary.

How much do financial advisors in Austin charge?

Our schedule is published rather than quoted case by case. Advisory fees start at 0.95% annually and tier down to 0.40% above $10 million, billed quarterly in arrears. Flat-fee financial planning runs $500 to $3,000. We are fee-only, so we take no commissions or referral fees from anyone.

Our office

Fee-only financial advisors in Austin, TX

Name: Ankerstar Wealth
Address: 3835 CR 175, Unit #840, Leander, TX, 78641, US
Telephone: 512-614-0085
Price range: 0.40% – 0.95% of assets under management

Our office sits just north of Austin in Leander, and Austin households make up the core of the practice.

Book a conversation 512-614-0085

What we see here

Austin money has its own shape.

Austin's wealth is concentrated in equity compensation — RSUs, ISOs, and pre-IPO positions from the tech corridor — alongside real estate that has appreciated faster than most plans assumed. Both create concentration risk and both create tax problems that only surface when it's too late to plan around them.

Whatever the local specifics, the first pass is the same one we run everywhere: what are you paying in tax you did not have to, what are you paying in fees you cannot see, and how much of your outcome rides on a single position. Those three answers usually matter more than the next investment idea.

Services in Austin

Do you have an office in Austin?: Yes. Our office is at 3835 CR 175, Unit #840, Leander, TX 78641, and we meet clients there by appointment. Our office sits just north of Austin in Leander, and Austin households make up the core of the practice.
What is the minimum to work with an advisor in Austin?: There is no minimum. We are happy to have a first conversation with Austin households regardless of where you are starting, and you can begin with only a portion of your assets. The first thirty minutes are complimentary.
How much do financial advisors in Austin charge?: Our schedule is published rather than quoted case by case. Advisory fees start at 0.95% annually and tier down to 0.40% above $10 million, billed quarterly in arrears. Flat-fee financial planning runs $500 to $3,000. We are fee-only, so we take no commissions or referral fees from anyone.

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