512Financial is a wealth management firm based in Austin, Texas, that operates as a fiduciary, legally and ethically bound to act in their clients' best interests. The company focuses on providing integrated financial planning, investment management, and retirement planning services. Their stated mission is to help clients build a better life by aligning their financial decisions with their personal values. As a fee-only firm, they are compensated solely by their clients, which aims to minimize conflicts of interest associated with commission-based products.

Founded in

United States