The Art Of Finance LLC

The Art Of Finance LLC (CRD# 281950) is a financial advisory firm headquartered in Austin, TX. They manage $2,500,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $50,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 The Art Of Finance LLC
Showing 1 - 2 of 2 top financial advisors.
1
Philip N. Olson
CRD#: 5954416
14493 Robert I Walker Blvd, Austin, TX 78728
93
Wealthminder
score

Philip Olson (CRD# 5954416) is an Investment Advisor Representative working at The Art Of Finance LLC in Austin, TX and has over 5 years of experience in the finance industry. Philip Olson 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
Craig A. Wurth
CRD#: 4437552
Wichita, KS
93
Wealthminder
score

Craig Wurth (CRD# 4437552) is an Investment Advisor Representative working at The Art Of Finance LLC in Wichita, KS and has over 14 years of experience in the finance industry.

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