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HUB Retirement and Private Wealth

Austin, Texas

Office Contact

 800-943-9179 – Main

 888-989-9247 – Fax

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Office Address

900 S Capital of Texas Hwy
Ste 350
Austin, TX 78746

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM CST

Our Story

HUB Retirement and Private Wealth Austin offers institutional investment consulting services to for-profit and not-for-profit organizations, and customized private wealth management services to individuals and families. HUB RPW oversees over 10,000 retirement plans and over $150B in assets. Because our services and solutions are fee-only, we do not charge commissions and we are committed to providing the lowest cost and highest quality services to our clients and their employees.

HUB Investment Partners LLC is a fee-only, SEC-registered Investment Advisory firm that provides investment advisory services to nonprofit organizations, public, and private entity clients. We work with public and nonprofit entities in asset management and bond proceed management, as well as providing investment services to a multitude of account types managing both retirement/pension and cash management accounts.

With decades of experience in managing 403(b), 457(b), and other governmental retirement plans nationwide, our goal is to ensure compliance with federal and state rules, providing the best possible investments for participants and outstanding employee financial education. We currently provide retirement plan oversight for 1.8 million eligible employees nationwide, including thousands of plans and managing billions of dollars, and process and remit over $1
billion in contributions annually.

How We Help

Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.

Retirement

We help you attract and retain employees with innovative retirement plan solutions

Private Wealth

Our mission is to help you define where you want to go and help you get there

Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes

Our Team

When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.