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.