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).
Total Assets Under Management3MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$50,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.
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.