WholeATX · Austin metro · Financial Planners
Every financial planners business in the Austin metro — ranked by how well their website works for customers and AI search. Looking for one? Start below. Run one? Find your score and what to fix.
6 Austin financial planners sites, scored on nine things every search engine and AI assistant checks. Click a name for the full review and the fixes.
| Business | Area | Site score |
|---|---|---|
| Money Tax Serviceswww.moneytaxsrvs.com | 1000 to fix | |
| AmCheck Austinamcheck-austin.com | Dripping Springs | 921 to fix |
| Jackson Hewittwww.jacksonhewitt.com/tax-preparation-services-locations/tx/austin/18107 | Austin | 921 to fix |
| Lien Phat & Co Tax Advisorylpgtaxadvisory.com | Austin | 802 to fix |
| Edward Joneswww.edwardjones.com/financial-advisor/index.html | Austin | 723 to fix |
| Exacta Bookkeeping & Tax Servicesexactabts.com | Austin | 703 to fix |
70+ solid 45–69 gaps under 45 costing customers
9 businesses with no website we could locate — every one is a customer searching and finding nothing. Not scored, listed as opportunity. Is one of these yours? Get online →
The firms, funds and institutions that set the terms in financial planners — context, not local listings; never scored.
The Marketing Rule applied to real deliverables: what a website, a case study, a Google ad, a podcast appearance, a LinkedIn post and a client review may and may not contain. Testimonial and endorsement disclosures, performance presentation, third-party ratings, the pre-review workflow and the advertising books-and-records file. The single most valuable pillar in this cluster because every other page depends on it.
Turning a portfolio into a paycheck — withdrawal sequencing across taxable, tax-deferred and Roth, safe withdrawal rates, sequence-of-returns risk, bucket and floor-and-upside approaches, Social Security claiming, Medicare and IRMAA thresholds, and pension or lump-sum elections. The highest-intent search behaviour among pre-retirees.
Roth conversion windows, asset location, tax-loss harvesting, direct indexing, qualified charitable distributions, RMD management, capital-gain budgeting and multi-year projections. Increasingly the reason a household leaves a robo-advisor or a purely investment-focused firm.
RSUs, ISOs and NSOs, ESPPs, 83(b) elections, AMT exposure, 10b5-1 plans, exchange funds, QSBS and diversification strategy for a single-stock position. Directly on point for the Austin tech market and one of the clearest niche wedges an advisory firm can own.
Revocable and irrevocable trusts, beneficiary designations, the federal exemption and portability, step-up in basis, gifting strategy, donor-advised funds, charitable remainder trusts, and the coordination between the adviser, the estate attorney and the CPA.
Asset allocation and policy statements, rebalancing discipline, factor and index approaches, alternatives and private markets in retail portfolios, model portfolios, SMAs and UMAs, and the honest treatment of costs and dispersion. Written for households, not institutions.
AUM fee schedules and breakpoints, flat and retainer fees, subscription and hourly planning, project fees, wrap pricing and what is actually bundled. Fee transparency pages consistently outrank generic content because the question is asked constantly and answered evasively.
Fiduciary duty versus Reg BI suitability, fee-only versus fee-based versus commission, how to read Form ADV Part 2 and Form CRS, how to run an IAPD or BrokerCheck search, credentials that mean something (CFP, CFA, CPA/PFS, EA) and the questions to ask in a first meeting. Top-of-funnel, high-volume, and a natural trust builder.
Pre-retirees and retirees, tech employees with equity compensation, business owners, physicians and dentists, executives, widows and divorcees, inheritors, federal and university employees, and multi-generational families. Niche depth is the single strongest differentiator in a commoditised advice market.
SEC versus state registration thresholds, Form ADV filing and annual updating amendments, the custody rule, IAR licensing via Series 65 or 66, continuing education, compliance calendars, mock exams and what an SEC or state examination actually looks at.
Financial planning software, portfolio accounting and performance reporting, CRM, risk tolerance and proposal generation, tax-return analysis, billing, client portals, custodial integrations and the emerging category of AI meeting note-takers. Advisers research these by name and buy on integration depth.
Valuation, deal structure, QSBS qualification, installment sales, charitable pre-sale planning, key-person and buy-sell funding, post-liquidity portfolio design and the personal financial plan that has to exist before a letter of intent is signed.
Term and permanent life, disability, long-term care and hybrid policies, umbrella liability, annuity types and where each genuinely fits, plus the conflict-of-interest disclosure that has to accompany any commissioned recommendation.
Organic growth rate, client acquisition cost, revenue per client and per adviser, capacity and service tiering, referral and centre-of-influence strategy, next-generation equity, continuity plans and internal versus external succession.
Planning for wealth created in the Austin technology and real-estate economy — pre-IPO and post-IPO equity, relocation from high-tax states, Texas community property, no state income tax and the property-tax offset, homestead exemption and the local professional network of attorneys, CPAs and appraisers.
Loss aversion, recency bias, home-country and single-stock attachment, the value of an adviser measured in behaviour rather than alpha, money scripts, couples with different risk tolerances and structuring reviews so decisions get made rather than deferred.
explain that the duty attaches to the capacity someone is acting in, and how to find that in Form CRS
one word apart, very different: fee-based permits commissions, fee-only does not
explain the registration, the standard of care and who holds the assets in each model
explain Parts 2A and 2B and point to the SEC's public adviser search rather than the firm's own summary
the short relationship summary every firm must give retail clients, and the specific questions it is designed to prompt
education, exam, experience and ethics, plus ongoing conduct standards; cite the CFP Board rather than describing prestige
explain that Reg BI governs broker recommendations while the Advisers Act duty covers the whole relationship
moving pre-tax dollars to Roth and paying the tax now; explain the mechanism, never a projected result
explain the mechanism and point to the IRS RMD page for the current starting age rather than stating one
a direct IRA-to-charity transfer that can satisfy an RMD; cite the IRS for the eligibility conditions
explain realizing losses to offset gains, and the wash-sale constraint that makes it a discipline rather than a trick
holding the individual components rather than the fund so losses can be harvested at security level
explain why the order of returns matters once you are withdrawing, with the mechanism and no illustrative figures
allocation is what you own; location is which account it sits in, and why that changes the after-tax outcome
compensation model, registration, credentials, and whether their client base looks like your situation
explain the pricing models — percentage of assets, flat fee, hourly, subscription — and never state a rate
Get your free website score and the exact list of what to fix — no charge, no pitch. Claim your listing or ask for the full report.