Do you have an office in Georgetown?

We do not keep a physical office in Georgetown. We serve retirees and pre-retirees across Georgetown. Our single office is in Leander, Texas, and we work with Georgetown households by video, phone, and in person when it makes sense. Nothing about the service level depends on your proximity to a building.

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

There is no minimum. We are happy to have a first conversation with Georgetown 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 Georgetown 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.

Service area

Fee-only financial advisors in Georgetown, 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

We serve retirees and pre-retirees across Georgetown.

Book a conversation 512-614-0085

What we see here

Georgetown money has its own shape.

Georgetown skews toward households at or near retirement, where the questions shift from accumulation to distribution: what to draw first, when to claim Social Security, and how to keep a Medicare surcharge from surprising you.

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 Georgetown

Do you have an office in Georgetown?: We do not keep a physical office in Georgetown. We serve retirees and pre-retirees across Georgetown. Our single office is in Leander, Texas, and we work with Georgetown households by video, phone, and in person when it makes sense. Nothing about the service level depends on your proximity to a building.
What is the minimum to work with an advisor in Georgetown?: There is no minimum. We are happy to have a first conversation with Georgetown 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 Georgetown 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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