Austin Bryan
CFP®
HoganTaylor Wealth
Wealth Manager
Austin Bryan
CFP®
HoganTaylor Wealth
Wealth Manager
As a fiduciary and fee-only planner, my focus is to offer unbiased financial advice, create a custom strategy and execute that strategy in the short-term as well as long-term to help you reach your personal and financial goals. - Austin Bryan, CFP®
Fee-Only financial planner located in Northwest Arkansas, serving clients locally and across the country
Austin Bryan is a Fayetteville, AR fee-only financial planner. HoganTaylor Wealth provides comprehensive wealth management and financial planning to help individuals and families and 401(k) plans and executive planning to help business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Austin Bryan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
For more than ten years, Austin Bryan has been building wealth solutions for a diverse clientele of individuals and institutions. He has a confirmed dedication and proficiency for helping clients meet their own goals as a fee-only fiduciary. He is a CERTIFIED FINANCIAL PLANNER™ professional and a registered financial advisor with the National Association of Personal Financial Advisors. Additionally, Austin possesses a Series 65 License, allowing him to provide investing and general financial advice to clients.
Representative Experience
- Constructed investment policy statements for high-net worth individuals and corporate retirement plans
- Managed client portfolios more than $80 million
- Operated as a registered representative of the Registered Investment Advisor
HoganTaylor Wealth provides an integrated approach to investment and financial planning. Working with our clients’ other advisors, we are able to help coordinate the investment, tax, estate, and insurance protection issues to simplify the needs of individuals, families and business owners.
- We are goals-based rather than product-centric.
- We are independent rather than captive.
- We rely on evidence rather than predictions.
Asset Management
HoganTaylor Wealth helps clients deploy their investment capital efficiently. Avoiding the speculative pursuits of investing, we attend to the most significant determinants of portfolio returns: discipline, diversification, fees, and tax efficiency. This uncommon approach requires discipline to make rational, as opposed to emotional, investment decisions. It also requires a commitment to educating our clients rather than convincing them of our superior investment foresight.
Financial Planning & Consulting Services
HoganTaylor Wealth offers a broad range of services to create comprehensive financial plans designed to meet our clients’ personal financial objectives. Working collaboratively with external investment advisors, attorneys and other professionals, we are able to coordinate all aspects of a client’s financial plan. Services and areas of concentration include:
- Defined Contribution Plans
- Executive Planning
- Legacy Planning
- Charitable & Planned Giving Strategies
- Retirement Planning
- Sudden Wealth
- Social Security Planning
- Insurance Consulting
- Education Funding
- Investment Advice/Education
- Estate Planning
- Income Tax Planning
Professional Fees
HoganTaylor Wealth takes its fiduciary responsibility seriously. Without commission, referral or soft-dollar arrangements, we operate on a fee-only basis to ensure everyone’s interests are aligned with those of the client. And because each client is unique, every relationship is tailored to meet the client’s needs. Services range from hourly consulting to comprehensive wealth management.
To maintain our objectivity, HoganTaylor Wealth is compensated directly by the client.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Austin Bryan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Austin Bryan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Austin Bryan
Office Locations:
-
688 East Millsap Rd
Ste. 202
Fayetteville, AR 72703
