- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Serving clients virtually from
Fort Worth, Tx
Austin Lewis is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
I am Austin Lewis, CFP®. I am passionate about helping millennials all over the country to make smarter decisions with their resources so that they can pursue their dreams as soon as possible.
I remember sitting in my grandpa’s office one summer in middle school. He sat me down and taught me the ‘Rule of 72’ (a math trick for investing). From that moment, I was hooked and I couldn’t learn enough about investing. I remember buying every book out there that talked about personal finance. I was eager to invest so I made a $1,000 investment in some “iPods” from China when I was 18 years old. The plan was to sell them right before Christmas and double my money. The people who bought them from me on eBay were furious. Don’t worry, I apologized and fully refunded everyone as soon as I figured out that my "iPods" were knockoffs. EPIC FAIL. I kissed $1,000 bucks goodbye, but the good news is I didn't have to go to jail for fraud. I like to keep this life lesson handy for anyone ready to jump on something that is "to good to be true."
If you haven't noticed already, I am super passionate about financial planning. I aspire to be an expert in this field so I can provide the best possible experience to clients. This led me to pursue the highest quality education available through Liberty University and Golden Gate University.
Through my education and work experience with a large bank and investment company, I began to see a disturbing trend. People in their 20s and 30s have complicated financial lives and need specialized help to reach their full potential. Unfortunately, the majority of financial professionals are not willing to work with people in this age range. I had to do something about it.
“What if I grew a company that is focused on helping millennials with their life and financial goals?”
Rooted Financial Planning is focused on helping you to discover and pursue your dreams through inspirational, empowering, and trustworthy financial guidance.
I am sure that you have at least one area of your life where you need some guidance.
I can build a custom plan to overcome your obstacles.