Austin Financial Advisors, Inc.

Austin Financial Advisors, Inc. (CRD# 116745) is a financial advisory firm headquartered in Austin, TX. They manage $37,453,763 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8310-1 N. Capital Of Texas Hwy., Suite 305, Austin, TX 78731
http://www.fee-onlyadvice.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $668,817
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Austin Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kevin O'shea, financial advisor Austin TX
Kevin J. O'shea
CRD#: 4475557
8310-1 N. Capital Of Texas Hwy., Suite 305, Austin, TX 78731
90
Wealthminder
score

Kevin O'shea (CRD# 4475557) is an Investment Advisor Representative working at Austin Financial Advisors, Inc. in Austin, TX and has 1 year of experience in the finance industry. Kevin O'shea 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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