Austin Asset

Austin Asset (CRD# 105441) is a financial advisory firm headquartered in Austin, TX. They manage $633,549,219 in 1,893 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    634
    MILLION
  • Total Number of Accounts
    1,893
    ACCOUNTS
  • Average Account Value
    $334,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Austin Asset
Showing 1 - 10 of 12 top financial advisors.
1
James B. Coffman
CRD#: 2765150
7200 N. Mopac, Suite315, Austin, TX 78731
96
Wealthminder
score

James Coffman (CRD# 2765150) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 21 years of experience in the finance industry. James Coffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan D. Davison
CRD#: 4559738
7200 North Mopac Expressway, Suite 315, Austin, TX 78731
96
Wealthminder
score

Jonathan Davison (CRD# 4559738) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 15 years of experience in the finance industry. Jonathan Davison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
James D. Kerr
CRD#: 2850646
7200 N. Mopac , Suite 315, Austin, TX 78731
96
Wealthminder
score

James Kerr (CRD# 2850646) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 20 years of experience in the finance industry. James Kerr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Marybeth C. Meyer
CRD#: 4831666
7200 N. Mopac, Suite 315, Austin, TX 78731
96
Wealthminder
score

Marybeth Meyer (CRD# 4831666) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 13 years of experience in the finance industry. Marybeth Meyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gregory S. Vanwyk
CRD#: 4189858
7200 N. Mopac, Suite 315, Austin, TX 78731
96
Wealthminder
score

Gregory Vanwyk (CRD# 4189858) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 17 years of experience in the finance industry. Gregory Vanwyk has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
William T. Wike
CRD#: 5514440
7200 N. Mopac, Suite 315, Austin, TX 78731
96
Wealthminder
score

William Wike (CRD# 5514440) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 8 years of experience in the finance industry. William Wike has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Scott M. Ela
CRD#: 6379699
7200 N. Mopac, Suite 315, Austin, TX 78731
90
Wealthminder
score

Scott Ela (CRD# 6379699) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Scott Ela has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
William E. Hehman
CRD#: 4340147
7200 N. Mopac, Suite 315, Austin, TX 78731
90
Wealthminder
score

William Hehman (CRD# 4340147) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. William Hehman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jamie K. Ileks
CRD#: 6088827
7200 N. Mopac, Suite 315, Austin, TX 78731
90
Wealthminder
score

Jamie Ileks (CRD# 6088827) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Jamie Ileks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Kristin L. Jaggard
CRD#: 6635077
7200 N. Mopac, Suite 315, Austin, TX 78731
90
Wealthminder
score

Kristin Jaggard (CRD# 6635077) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has 1 year of experience in the finance industry. Kristin Jaggard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.