Financial Advisor | Austin, TX | The Art of Finance | Pricing
The Art of Finance is a fee-based financial planning firm dedicated to helping creative minds negotiate the complexities of personal finance.
Financial Planner, Austin, Texas, Artist, Creative, Creativity, Actor, Dancer, Art of Finance, The Art of Finance, AoF, finance, money, personal finance, creative minds, ATX, TX, Capital
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What We Offer

We’re different than most financial advisory practices out there. That’s because we do fee-only planning. We don’t push products, sell you insurance policies you don’t need, or require you to have a million dollars before we will help you. Instead, we charge a flat fee in exchange for advice. Pretty simple. We personally value transparency, so we put our costs right out in the open.

FOUNDATIONS COACHING

Learn how to take charge, get out of debt and start saving for your future. 

$600 start-up fee for month 1 + $150 for months 2-6 

  • Eight personal coaching sessions spaced out over a 6 month period.
  • You will learn to control your cash flow in an effective and empowering way.
  • You’ll have consistent, non-judgmental accountability.
  • You’ll get a personalized strategy for debt attack and savings goals.
  • Your marriage’s financial tensions will be eased.
  • You will get the chance to ask lots of basic financial planning questions that often go ignored!
  • You will become the commander-in-chief of your cash.

*Recommended for those under $100k in net worth*

COMPREHENSIVE PLANNING

** Please note, due to an impending new baby, all prospective comprehensive clients will be placed on a waiting list starting on April 1st, 2018**

Create a detailed plan to make the most of your money and achieve your long-term goals.

1% of liquid net worth per year

($3600/year minimum engagement, broken up into quarterly payments)

  • You will work one-on-one with your planner to create a detailed, personalized plan for every corner of your financial life.
  • Optimize your investments, social security, and retirement planning.
  • Develop strategies for short-term investing, emergency savings, and insurance.
  • You’ll get exclusive access to state-of-the-art financial planning software. All of your investment and bank accounts will be synced to the cloud.
  • You’ll have a plan that accounts for rising healthcare costs, taxes, inheritances, and much more.
  • You’ll have a dynamic plan that allows for a change of mind or circumstance!
  • You’ll be working towards non-traditional goals! Want to leave your job for freelance work? Want to move to Japan or start a non-profit? It’s in the plan!
  • Your vague wishes and hopes will have real dollars and a plan of attack with each one.

 

*Recommended for those with $150k in net worth and greater* 

INVESTMENTS ONLY

Professional Asset Management

0.85% Annual Fee

  • You’ll get access to low-cost ETFs (Exchange Traded Funds)
  • We can access custodians such as TD Ameritrade and Betterment Institutional.
  • You’ll have a dedicated advisor to advise you on your account, help you make changes, and develop a strategy.