AR
CFA · CFP
AR
CFA · CFP

Adam Reinking

15 Years of Experience

Adam Reinking is a CFA, CFP-designated registered investment advisor at Redbud Advisors, based in Austin, TX, with 15 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 55 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
55 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$314.7M

Fee Structure

Redbud Advisors generally charges 0.95% of the market value of the assets they manage for standalone investment management services. However, this amount may be higher or lower depending on various circumstances. Wealth advisory oversight services are generally provided for a fixed fee, based on the scope and complexity of the agreed-upon services.

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Location

706 Guadalupe Street, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adam is a licensed real estate broker with All City Real Estate, spending minimal time per month. He is also a principal at Redbud Development Group LLC, a real estate development company, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Redbud Advisors
March 2019 - Present · 7 yrs 1 mo
Previous Registrations
Adviceperiod, LLC
February 2017 - December 2018 · 1 yr 10 mos
Rpg Family Wealth Advisory, LLC
October 2011 - February 2017 · 5 yrs 4 mos
Centaurus Financial, INC.
May 2010 - December 2011 · 1 yr 7 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Adam Reinking - Financial Advisor | TrueAdvisor