Hello all -

I'm trying to find a new financial planner and was just curious for any recommendations in the Austin area. We are on the south side of town but honestly that's not a huge deal - especially with all the virtual options. Just curious if anyone has any recommendations as we are fairly new to this process. Thanks!

He isn't local, but I'd highly recommend him:

https://www.9icapitalgroup.com/team/kevin-thompson

We use Keith Baker as do several other doctors at my wifes hospital. He is based in Bryan but lives in Caldwell and travels to Austin pretty regularly to meet with clients.
https://www.keithabaker.com/

Well, I hate to be self serving but…www.atxadvisors.com

Cody Williams at Edward Jones is ours. Just got started with them this year and Cody is an Ag too.

I thought Edward Jones was known for high fee products or have they finally had to adapt?

Fell victim to the common formula of:

1. Hometown
2. Aggie grad year

Nice combo that has outlived its relevance. Ha.