A fiduciary financial advisor providing investment advice is subject to a fiduciary duty that requires the advisor to act in the client’s best interests. When evaluating an advisor, prospective clients should review the firm’s Form ADV and understand the services provided, compensation arrangements, and conflicts of interest.
High-Net-Worth Financial Planning in Austin
Personalized wealth planning centered around you and your goals.
For high-net-worth individuals and families in Austin, Texas, managing finances can often become more complex as wealth grows. Investments, taxes, retirement, business interests, charitable giving, insurance, and wealth transfer decisions can all influence one another.
Avidian Wealth Solutions offers high-net-worth financial planning in Austin through a boutique family office model designed for clients with complex financial lives. Rather than treating financial planning as a standalone exercise, we use it as a framework for making informed decisions across your broader wealth strategy.
As a fiduciary financial advisor in Austin, Avidian offers investment management and financial planning designed around each client’s circumstances, objectives, and needs. Our multidisciplinary team includes financial professionals with years of experience across several areas of wealth management who share the goal of coordinating your financial life with your long-term objectives.
$
Billion in client assets under
management*
Financial
professionals
Years
of success
*As of August 22, 2026. This number reflects Avidian’s regulatory assets under management (RAUM) as calculated consistently with the instructions to Form ADV Part 1A. Our firm updates this number quarterly to reflect AUM as of the most recent calendar quarter-end. The amount reported here may differ from the figure in our most recently filed Form ADV, which reports AUM as of December 31, 2025.
What is high-net-worth financial planning?
High-net-worth financial planning goes beyond answering whether you are saving enough or whether your portfolio is appropriately allocated, and considers how individual financial decisions interact with the rest of your wealth.
For an Austin executive, entrepreneur, physician, or business owner, that might mean evaluating the relationship between:
- Investment and asset allocation decisions
- Income and tax planning
- Retirement income needs
- Business ownership and succession
- Estate and wealth transfer considerations
- Insurance and risk management
- Charitable giving
- Education funding
- Cash flow and liquidity
- Alternative investments
While no financial plan can predict every future event, our advisors help you evaluate decisions within the context of your current circumstances, priorities, and long-term objectives.
Why work with a fiduciary financial advisor in Austin?
Choosing a financial advisor involves more than comparing investment performance or service offerings. For affluent families, the advisor’s legal and professional obligations matter as well.
Avidian is a 100% employee-owned SEC-Registered Investment Advisor and operates under a fiduciary standard when providing investment guidance. This means the firm has an obligation to act in its clients’ best interests and to address conflicts of interest as required by applicable law.
Our independence also allows us to focus on advice and portfolio management rather than relying on a product-sales model.
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Our financial planning process
Every client’s financial situation is unique, but our planning process generally follows four stages.
1. Discovery
We begin by learning about your goals, family situation, assets, liabilities, tax considerations, business interests, and long-term priorities.
2. Strategy development
Your advisor develops personalized recommendations addressing investments, retirement planning, tax strategies, estate planning, insurance, and cash flow.
3. Implementation
Through our boutique family office model, we help coordinate implementation with members of your financial team and evaluate recommendations in the context of your broader objectives.
4. Ongoing guidance
For clients receiving ongoing financial-planning services, we periodically review the plan, evaluate progress toward the client’s goals, and recommend adjustments as circumstances change.
Why Avidian for High-Net-Worth Financial Planning in Austin?
Avidian combines the resources of a multidisciplinary wealth management firm with the relationship-focused approach of a boutique family office.
Avidian’s Austin wealth management practice is designed to help simplify complex financial decisions and give high-net-worth families a central resource for managing their broader financial strategy.
Financial Planning for Austin’s High-Net-Worth Community
Austin’s economy includes technology companies, entrepreneurs, physicians, executives, professional services firms, and established business owners. Different sources of wealth create different planning challenges.
Avidian’s Austin team works with high-net-worth individuals, families, entrepreneurs, executives, technology professionals, physicians, and others whose financial circumstances may require a more coordinated approach.
The Value of a Multidisciplinary Approach
Managing significant wealth often means managing multiple professionals at the same time.
Avidian’s multidisciplinary team includes professionals such as CFPs, investment specialists, investment analysts, MBAs, and other specialists. This structure allows advisors to draw on different areas of expertise when evaluating a client’s financial circumstances.
When outside professionals are involved, Avidian may also collaborate with them when appropriate and authorized by the client. The goal is to provide a more coordinated decision-making process without replacing the specialized legal, tax, or other professional advice provided by those professionals.
A financial strategy built around your life
High-net-worth financial planning is ultimately about making better-informed decisions with the wealth you’ve accumulated and the goals you have for the future.
If you’re looking for a fiduciary financial advisor in Austin to help evaluate your investments, financial plan, tax considerations, retirement strategy, and other aspects of your wealth, Avidian can help you determine whether its approach is appropriate for your needs.
Schedule a conversation with the Avidian Wealth Solutions team in Austin to discuss your financial goals and circumstances.
Financial planning in Austin — FAQ
How is a fiduciary financial advisor different from other financial advisors?
What is the difference between financial planning and wealth management?
Financial planning provides a framework for evaluating your financial goals and decisions. Wealth management is broader and can include financial planning, investment management, tax planning, retirement planning, risk management, and other advisory services. For high-net-worth families, integrating these disciplines can provide a more coordinated approach to managing wealth.
How much money do you need for high-net-worth financial planning?
There is no universal definition of a high-net-worth client. Avidian typically services clients with more than $1 million in investable net worth as its general high-net-worth client profile.
Does Avidian provide estate planning?
Avidian can offer estate planning-related services and guidance as part of its broader wealth management approach, depending on the client’s needs and advisory relationship. Where appropriate, Avidian may collaborate with a client’s estate planning attorney and other professionals. Avidian does not replace an attorney or provide legal advice.
What is the average cost of hiring a financial advisor in Austin, Texas?
There is no single average cost for hiring a financial advisor in Austin. Fees vary based on the advisor, services provided, account size, and compensation structure.
Avidian’s investment advisory services are compensated through fees paid by our clients, rather than commissions based on the purchase or sale of financial products. The firm’s current Form ADV Part 2A provides additional information about our services, fees, and compensation arrangements.
What should I look for in an Austin wealth management firm?
Consider whether the firm has experience with clients in circumstances similar to yours, operates under a fiduciary standard, clearly explains its fees, provides the services you actually need, and takes a coordinated approach to financial planning and investment management. For complex wealth, the ability to work alongside your existing tax and legal professionals may also be important.
Important Disclosure: Advisory and financial-planning services are provided only pursuant to an executed agreement. The scope and availability of services depend on each client’s individual circumstances and engagement. Avidian does not provide legal advice. Clients should consult qualified tax, legal, and insurance professionals regarding their specific circumstances. Investing involves risk, including the possible loss of principal. Financial planning and investment strategies cannot guarantee any particular outcome. For additional information regarding Avidian’s services, fees, and material conflicts of interest, please review our Form ADV Part 2A.
Schedule a conversation
Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*