Fee-only adviser · Austin, TX
MTR Advisory Services, Inc.
MTR Advisory Services, Inc. is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Austin, Texas. On its latest Form ADV, filed February 23, 2026, it reports $33M in regulatory assets under management, 31 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 121140 |
| Office | 1004 Mo-Pac Circle #100 Austin, TX 78746 |
| Phone | (512) 825-9065 |
| Website | Not listed |
| Regulatory assets under management | $33M |
| Individual clients | 6 non-high-net-worth, 25 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Austin
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- FMP Wealth Advisers $1.3B
- Century Management Financial Advisors $680M
- Shadowridge Asset Management, LLC $127M
See all 125 fee-only advisers in Austin →
Nearby
- West Lake Hills 1 firm
- Lakeway 6 firms
- Bee Cave 1 firm
- Cedar Park 7 firms
- Round Rock 8 firms
- Leander 3 firms
- Kyle 2 firms
- Dripping Springs 2 firms
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