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 per month for months 2-6 

  • Eight personal budget-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 you’ve always wondered about!

*Recommended for those under $100k in net worth who have at least one month’s worth of expenses in savings.*

COMPREHENSIVE PLANNING

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

approximately 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.
  • Develop strategies for optimizing investing, building emergency savings, insurance auditing and retirement planning.
  • 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 health care 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.

 

*This tends to be the best fit for those with at least $150k in net worth* 

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.