Silicon Hills Wealth Management

Silicon Hills Wealth Management, LLC is a Registered Investment Adviser founded in January 2013, offering financial planning, investment advice, and other financial services. The firm specializes in providing financial planning, consulting, and investment management services to individuals, high net worth individuals, trusts, estates, profit-sharing plans, corporations, and small businesses. They manage assets on a discretionary basis, with $238,918,784 managed on a discretionary basis and $1,785,869 on a non-discretionary basis as of December 31, 2022. Clients have the option to engage in financial planning and consulting services, investment management, and separately managed accounts or alternative investments. Fees are charged quarterly based on the ending gross value of the account under management, with fees ranging from 1.10% to 0.55% based on the account size. Silicon Hills Wealth Management does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not have any disciplinary information to disclose and does not receive compensation for client referrals. Clients have the option to implement recommendations through the firm or other financial organizations of their choice. SHWM does not have custody of client assets but uses Schwab or Fidelity as custodians. The firm exercises investment discretion based on clients' stated objectives and investment policies.