Halbert Wealth Management, Inc.

Halbert Wealth Management, Inc. (CRD# 108294) is a financial advisory firm headquartered in Austin, TX. They manage $103,100,000 in 707 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    707
    ACCOUNTS
  • Average Account Value
    $145,827
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Halbert Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Phillip R. Denney
CRD#: 2521046
11719 Bee Cave Road, Suite 200, Austin, TX 78738
96
Wealthminder
score

Phillip Denney (CRD# 2521046) is an Investment Advisor Representative working at Halbert Wealth Management, Inc. in Austin, TX and has over 22 years of experience in the finance industry. Phillip Denney 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
Debi B. Halbert
CRD#: 1656634
11719 Bee Cave Road, Suite 200, Austin, TX 78738
93
Wealthminder
score

Debi Halbert (CRD# 1656634) is an Investment Advisor Representative working at Halbert Wealth Management, Inc. in Austin, TX and has over 27 years of experience in the finance industry.

3
Bradley J. Unruh
CRD#: 1326263
11612 Bee Cave Road #200, Austin, TX 78738
93
Wealthminder
score

Bradley Unruh (CRD# 1326263) is an Investment Advisor Representative working at Halbert Wealth Management, Inc. in Austin, TX and has over 31 years of experience in the finance industry.

4
Spencer P. Wright
CRD#: 2976593
11719 Bee Cave Road, Suite 200, Austin, TX 78738
93
Wealthminder
score

Spencer Wright (CRD# 2976593) is an Investment Advisor Representative working at Halbert Wealth Management, Inc. in Austin, TX and has over 18 years of experience in the finance industry.

5
Gary D. Halbert
CRD#: 1129296
11719 Bee Cave Road, Suite 200, Austin, TX 78738
73
Wealthminder
score

Gary Halbert (CRD# 1129296) is an Investment Advisor Representative working at Halbert Wealth Management, Inc. in Austin, TX and has over 27 years of experience in the finance industry.

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