Michelet Financial brings Fortune-500 financial discipline to Austin families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Austin's tech founders and high earners face RSUs and federal complexity even without state income tax - where integrated planning matters most.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Austin investors and Travis County.
Comprehensive planning for Austin households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Austin professionals and owners preparing for the next chapter.
From downtown founders to Westlake families, Austin clients get tax-aware investment strategy and flat-fee transparency.
Yes - we work with clients throughout Austin and the surrounding Central Texas, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Austin's economy runs on tech (Tesla, Oracle, Dell, Apple), a deep startup ecosystem, and a steady inflow of relocating professionals and founders. Founders and early employees with concentrated stock positions need diversification and tax strategy that DIY platforms don't provide.
Texas has no state income tax, but Austin's surging property values make property-tax and capital-gains planning especially important. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Austin, TX clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.
Austin’s explosive growth has created a unique set of financial challenges for its residents. From the influx of tech professionals navigating stock compensation and equity grants to long-time homeowners facing skyrocketing property taxes and insurance costs, the traditional "one-size-fits-all" financial plan simply doesn’t hold up here. Add in the volatility of the local real estate market and the pressure to save for retirement while managing a high cost of living, and it’s clear that Austinites need a strategy that’s as dynamic as the city itself. At Michelet Financial (Big Ass Tax Returns), we understand that your financial life isn’t static—and your plan shouldn’t be either.
That’s why we’ve built our practice around a virtual-first model that delivers the same personalized, high-touch advisory you’d expect from a downtown office—without the commute. Through secure video calls, shared dashboards, and real-time document sharing, we work with you from your home office, coffee shop, or even while traveling. This approach isn’t just convenient; it’s actually more effective. We can meet more frequently, review your portfolio in real time, and adjust your tax strategy as market conditions shift—all without the overhead of a physical office. For Austin’s busy professionals and entrepreneurs, this means less time stuck in traffic and more time building wealth.
Our services are tailored specifically to the Austin economy. We specialize in tax strategy that tackles the unique burden of Texas property taxes and state income tax planning for those with multi-state income. Our wealth management approach integrates your equity compensation, rental properties, and business interests into a cohesive plan that maximizes growth while minimizing risk. And for retirement, we design portfolios that account for Austin’s rising healthcare costs and the need for flexible withdrawal strategies in a high-growth market. Whether you’re a tech executive at a startup or a retiree looking to downsize, we provide fee-transparent advice that puts your interests first—no hidden fees, no surprises.
Ready to take control of your financial future in Austin’s fast-paced economy? Let’s talk. Call Michelet Financial (Big Ass Tax Returns) today at (225) 396-5511 to schedule your no-obligation consultation. We’ll build a plan that works for your life, your goals, and your city.