AG
CFP
AG
CFP

Austin Ganthner

1 Year of Experience
BrokerSells Insurance

Austin Ganthner is a CFP-designated registered investment advisor at Financial Security Advisory INC, based in Virginia Beach, VA, with 1 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,141 clients with $1.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
3,141 clients
Average Client Portfolio
$555K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $1000K1.00%
$1.0M - $10.0M0.75%
$10.0M - $20.0M0.65%
$20M+0.65%

Fees are negotiable, especially for accounts above $20,000,000. Employees and their family-related accounts may be charged a reduced fee, or no fee, for services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

477 Viking Drive, Suite 305, Virginia Beach, VA, 23452

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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 ActivitiesSells Insurance

Austin works as an agent for Financial Security Group, Inc., selling life and health insurance and providing financial advisory services since September 2024. This takes nearly full-time hours.

Employment History
Current Registrations
Financial Security Advisory INC
September 2024 - Present · 1 yr 7 mos
Financial Security Management, IncorporatedBroker
June 2024 - Present · 1 yr 10 mos
State Registrations13 states
CACOFLKSLAMDMENCNYOKTXVAWI
AdvisorBrokerBoth

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.