3200 Steck Avenue | Suite 250 | Austin, TX 78757

Services

You choose the services that best fit your needs. Services available across the United States.  You do not have to be local for us to work with you.  Contact us for a free consultation.  To download a PDF version of our Menu of Services, please click here.


Financial Planning & Consulting

  • Retirement Planning
  • Retirement Income/Distribution Planningfathers-day-822550_1280
  • Education Planning
  • Budgeting & Cash Flow Planning
  • Home Purchase Planning
  • Mortgage/Debt Management Planning
  • Cash Reserves Planning
  • Insurance Planning
  • Estate/Will Planning
  • Divorce Planning
  • LGBT Needs Planning
  • Charitable Giving Planning
  • Corporate and Personal Tax Planning
  • Inheritance Planning
  • 401(k) Creation
  • Business and Personal Financial Planning
  • Planning for anything else that affects your money
  • Using state-of-the-art technology

Number of Meetings or Calls:

  • 2-4 meetings per year and 2 calls per year

Fees & Compensation:

  • Fixed fee (ranging from $500 to $5,000)


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Investment & Asset Management

  • IRAs, including Traditional IRAs, Roth IRAs, and Inherited IRAs
  • Retirement plan (401(k), 403(b), TDA) rollovers
  • 401(k)s
  • Non-Qualified accounts and regular (taxable) Brokerage accounts
  • 529 & Coverdell Education Savings accounts
  • Access to mutual funds, index funds, exchange traded funds (ETFs), individual stocks and bonds, options, and other investment types
  • Access to annuities, fixed and variable, with and without guaranteed income/withdrawal benefits
  • We're independent and don't have our own proprietary investments, so there's no bias in the recommendations
  • Custom portfolios (including keeping specific investments that you want to keep and don't want to sell)
  • Don't have time to look at your investments? Want to spend more time doing fun stuff? We monitor your investments for you.

Number of Meetings or Calls:

  • 1-2 meetings per year and 1-2 calls per year

Fees & Compensation

Assets (Portfolio Size) Under Management Annual Percentage of Assets Charge
$0 to $99,999.99 1.50%
$100,000 to $249,999.99 1.00%
$250,000 to $499,999.99 0.90%
$500,000 to $999,999.99 0.80%
$1,000,000 to $1,999,999.99 0.70%
$2,000,000 to $2,999,999.99 0.60%
$3,000,000 and higher 0.50%

(The custodian charges $0 for most equity trades and $24 per mutual fund trade. Financial Aurora does not receive these fees.)


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Insurance

  • Life insurance
  • Disability insurance (Income Protection Plans)
  • Long-Term Care insurance

Number of Meetings or Calls:

  • 1-2 meetings per year and 1-2 calls per year


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Sunrise Investment Account

  • IRAs, including Traditional IRAs, Roth IRAs, and Inherited IRAs
  • Non-Qualified accounts and regular (taxable) Brokerage accounts
  • Access to mutual funds, index funds, and exchange traded funds (ETFs)
  • State-of-the-art technology and one of the first independent fiduciary registered investment advisors to implement this service
  • Easily step-up to the more comprehensive financial planning and/or investment management services above
  • Online account opening by clicking on Open Sunrise Account.

Number of Meetings or Calls:

  • 2 calls per year

Fees & Compensation

  • 0.50% annually of account balance

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We believe in transparency. That's why our fees are clearly listed on our website. And, our full disclosure is readily available by clicking here (Firm Brochure).