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Our office

Fee-only financial advisors in Leander, TX

Our office is in Leander, at 3835 CR 175, and we meet clients here by appointment.

What we see here

Leander money has its own shape.

Leander has grown quickly, and many households here are newer to significant investable assets. The work tends to start with structure — getting accounts titled, allocated, and tax-positioned correctly from the beginning.

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 Leander

Leander questions

Do you have an office in Leander?
Yes. Our office is at 3835 CR 175, Unit #840, Leander, TX 78641, and we meet clients there by appointment. Our office is in Leander, at 3835 CR 175, and we meet clients here by appointment.
What is the minimum to work with an advisor in Leander?
There is no minimum. We are happy to have a first conversation with Leander 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 Leander 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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Get started

Thirty minutes, no cost, no pitch.

Bring documents or bring nothing. We'll tell you what we'd look at first — and whether we're the right fit.

Start the conversation

Ankerstar Wealth

Upcoming Events

We host most Thursdays at the Endgame Lounge in Leander — no presentation, no pitch, just a reason to be in the same room.

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