Austin
Leavitt
The Financial Advisory Group, LLC
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About this Advisor
Austin Leavitt is a certified financial planner based out of Houston, Texas, with 4 years of relevant experience. Leavitt is on the advisory team at The Financial Advisory Group, LLC. The advisor has gained experience at American United Life, Oneamerica Securities, B.I.T.S, Utah Valley University, Texas Tech University, The Financial Advisory Group and Practice Advisory Group. Leavitt is registered to serve investors in Massachusetts, Oklahoma, Texas and Virginia. The Financial Advisory Group, LLC is a firm that has its headquarters in Houston, TX. It has $1 billion in assets under management among its 2,300 client accounts, making it one of the larger firms in the country by assets under management. The firm serves five charities and foundations. Of its 2,300 accounts, 82% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management usually vary depending on which services are offered. Fee types billed by The Financial Advisory Group, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Financial Advisory Group, LLC Brokerage Details
$1,175,525,667
22
2,300
$511,098
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Austin Leavitt Work History
Austin has been registered as a financial advisor for 4 years.*
Practice Advisory Group
The Financial Advisory Group
American United Life
Oneamerica Securities
Texas Tech University
B.I.T.S
Utah Valley University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Austin Leavitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Financial Advisory Group, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
