AC
CFP
AC
CFP

Austin Cunningham

11 Years of Experience

Austin Cunningham is a CFP-designated registered investment advisor at Northwest Asset Management, based in Meridian, ID, with 11 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,032 clients with $3.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
Number of Clients
3,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.

Loading...

Location

Meridian, ID

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Northwest Asset Management
July 2022 - Present · 3 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
October 2019 - August 2022 · 2 yrs 10 mos
LPL Financial LLC
October 2019 - August 2022 · 2 yrs 10 mos
Edward Jones
January 2015 - October 2019 · 4 yrs 9 mos
Edward JonesBroker
October 2014 - October 2019 · 5 yrs
State Registrations3 states
CAIDTX
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.
Austin Cunningham - Financial Advisor | TrueAdvisor