Do you have an office in Round Rock?

We do not keep a physical office in Round Rock. Ankerstar Wealth was founded in Round Rock in 2013, and we've served families here ever since. Our single office is in Leander, Texas, and we work with Round Rock 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 Round Rock?

There is no minimum. We are happy to have a first conversation with Round Rock 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 Round Rock 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 Round Rock, 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

Ankerstar Wealth was founded in Round Rock in 2013, and we've served families here ever since.

Book a conversation 512-614-0085

What we see here

Round Rock money has its own shape.

Round Rock households often combine long-tenure corporate employment with meaningful 401(k) balances and company stock. Sequencing withdrawals and untangling concentrated employer positions is the recurring work here.

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 Round Rock

Do you have an office in Round Rock?: We do not keep a physical office in Round Rock. Ankerstar Wealth was founded in Round Rock in 2013, and we've served families here ever since. Our single office is in Leander, Texas, and we work with Round Rock 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 Round Rock?: There is no minimum. We are happy to have a first conversation with Round Rock 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 Round Rock 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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