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Baughman Wealth Advisors Inc. (Austin)


Baughman Wealth Advisors Inc. is an adviser based in Austin. It manages $39.46 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and Texas.

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Baughman Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Baughman Wealth Advisors: assets under management

The assets under management (AUM) of Baughman Wealth Advisors Inc. is $39.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $39.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $298.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Baughman Wealth Advisors Inc. for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Baughman Wealth Advisors Inc. performs its advisory services is located at 2226 Westlake Drive #6, Austin, TX 78746 The mailing address of the firm is 3801 N. Capital Of Texas Hwy, Austin, TX 78746. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-354-4840 or by fax 512-330-0483. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.baughmanfinancial.com.


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