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Oath Planning - Austin Wealth Management & Financial AdvisorsFinancial advisor in Austin, TX

Oath Planning - Austin Wealth Management & Financial Advisors is a financial advisor at 13785 Research Blvd Ste 105, Austin, TX 78750, ranked #21 of 45 wealth managers in Austin and rated 5.0 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Austin, TXUpdated 0 paid placements in any rankingHow we rank

Call (888) 534-4330Website ↗

Key facts

Key facts about Oath Planning - Austin Wealth Management & Financial Advisors
Address13785 Research Blvd Ste 105, Austin, TX 78750Get directions
Phone(888) 534-4330
Websiteoathplanning.com
HoursMonday to Friday: 8:30 AM – 5:30 PM
Google rating5.0 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Austin and 11 towns within 25 miles: Jollyville, Cedar Park, Brushy Creek, Wells Branch, Round Rock, Leander, Pflugerville, Lakeway, Georgetown, Hutto and Taylor.

Based in Austin, TXView on map

Opening hours

Opening hours for Oath Planning - Austin Wealth Management & Financial Advisors
DayHours
Monday8:30 AM – 5:30 PM
Tuesday8:30 AM – 5:30 PM
Wednesday8:30 AM – 5:30 PM
Thursday8:30 AM – 5:30 PM
Friday8:30 AM – 5:30 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Oath Planning - Austin Wealth Management & Financial Advisors

How is Oath Planning - Austin Wealth Management & Financial Advisors ranked in Austin?

Oath Planning - Austin Wealth Management & Financial Advisors is ranked #21 of 45 wealth managers in Austin by RFA Score, with 62 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Oath Planning - Austin Wealth Management & Financial Advisors’ hours?

Oath Planning - Austin Wealth Management & Financial Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5:30 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Oath Planning - Austin Wealth Management & Financial Advisors serve?

Serves Austin and 11 towns within 25 miles: Jollyville, Cedar Park, Brushy Creek, Wells Branch, Round Rock, Leander, Pflugerville, Lakeway, Georgetown, Hutto and Taylor. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Oath Planning - Austin Wealth Management & Financial Advisors?

Oath Planning - Austin Wealth Management & Financial Advisors has a rating of 5.0 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Oath Planning - Austin Wealth Management & Financial Advisors?

Call Oath Planning - Austin Wealth Management & Financial Advisors on (888) 534-4330. The business is at 13785 Research Blvd Ste 105, Austin, TX 78750. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Oath Planning - Austin Wealth Management & Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Oath Planning - Austin Wealth Management & Financial Advisors (this business)—625.0 (6)NoNo
Maia Wealth#19635.0 (7)NoNo22.4 mi
Mission Wealth#20625.0 (6)NoNo13.7 mi
Integrated Wealth Strategies#22625.0 (6)NoNo4.9 mi

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