HUB Retirement and Private Wealth
Austin, Texas
Office Contact
888-989-9247 – Fax
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.
Financial Consultants
Aaron Chilek
Alex Garcia
Brad Hoegler
Carolina Figueroa
Carrie Yates
Chris Jamail
Dakota Staton
David Rodriguez
Dawn Edwards
Dennis Bielik
Dominick Zucconi
Eric Williams
Ethan Looney
Garrett Pittman
Garrett Vanneman
Harrison MacDonald
Hudson Ruen
Jay Horn
Jeff Churba
John Pesce
John Sturgis
Julie Lane
June Pinkney
Kalen Darling
Keaton Christian
Kevin Hull
Louis Perez
Macy Hauptmann
Marques Cormier
Mason Moses
Matt Escalante
Matthew Almquist
Patrick Pucher
Randy Feid
Robert Huddleston
Ryan Canales
Ryan Mayer
Sandy Stauffer
Sherry Echart
Steve Orta
We’re by your side for all your needs, in business and in life.
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