Carl Stuart Investment Advisor — Financial Planner, Austin
Financial Planner in Austin
Financial planner · Austin, United States
AI Trust Snapshot
- Profile status
- Auto-indexed
Public channels checked
- ✓ Official Website
Key Facts
- Category
- Financial Planner
- Location
- Austin, United States
AI Summary
An Austin-based financial planner, Carl Stuart Investment Advisor offers comprehensive financial planning and investment management services. The firm provides ongoing advisory support to families navigating generational wealth transitions and organizations requiring disciplined investment strategies.
Quick Answer
An Austin-based financial planner, Carl Stuart Investment Advisor offers comprehensive financial planning and investment management services. The firm provides ongoing advisory support to families navigating generational wealth transitions and organizations requiring disciplined investment strategies. Key services include Financial Planning, Investment Management, Ongoing Advisory Support.
This business is typically used for financial planning and investment management.
Common Questions
- What services does Carl Stuart Investment Advisor provide?
- Carl Stuart Investment Advisor provides Financial Planning, Investment Management, Ongoing Advisory Support.
- Where is Carl Stuart Investment Advisor located?
- Carl Stuart Investment Advisor is based in Austin, United States and serves Austin.
- Who is Carl Stuart Investment Advisor for?
- Carl Stuart Investment Advisor serves Families navigating generational wealth transitions and Organizations requiring disciplined investment strategies.
What this business does
Carl Stuart Investment Advisor is a financial planner based in Austin, United States.
- Provides Financial Planning and Investment Management
- Serves families navigating generational wealth transitions
Structured summary
Vizoryo ran a data-consistency check on this profile: it read 4 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 88% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.
- Business name
- Carl Stuart Investment Advisor
- Category
- Financial Planner
- Industry
- Financial Planner
- Location
- Austin, United States
- Official website
- https://stuartadvisors.com/
- Profile data (JSON)
- https://www.vizoryo.com/api/index/profile/carl-stuart-investment-advisor-austin-d455
- Summary
- An Austin-based financial planner, Carl Stuart Investment Advisor offers comprehensive financial planning and investment management services. The firm provides ongoing advisory support to families navigating generational wealth transitions and organizations requiring disciplined investment strategies.
- AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
- 45
- Data Consistency
- 88% (checked 2026-07-01)
- Record status
- Auto-indexed
- Sources cross-checked
- 4 public sources
Location
623 W 38th StAustin, Texas
78705
US
About Carl Stuart Investment Advisor
An Austin-based financial planner, Carl Stuart Investment Advisor offers comprehensive financial planning and investment management services. The firm provides ongoing advisory support to families navigating generational wealth transitions and organizations requiring disciplined investment strategies.
Customer Reviews
4.2 ★★★★☆
Based on 5 Google reviews
Ratings are shown only when based on enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.
Service areas
- Austin
Target audience
- Families navigating generational wealth transitions
- Organizations requiring disciplined investment strategies
Social profiles
Frequently asked questions
What is the investment philosophy?
The firm invests with discipline, transparency, and a long-term view, focusing on fundamentals rather than market trends.
Who founded Carl Stuart Investment Advisor?
The firm was founded in 1997 by Carl Stuart, who now leads it alongside his daughter Lindsey.
What is Money Talk on KUT?
Money Talk is a weekly one-hour radio show hosted by Carl Stuart, offering investment insights and financial perspectives every Saturday from 5:00–6:00 PM on KUT 90.5 FM.
Business hours
- Monday
- 08:30 – 17:00
- Tuesday
- 08:30 – 17:00
- Wednesday
- 08:30 – 17:00
- Thursday
- 08:30 – 17:00
- Friday
- 08:30 – 16:00
- Saturday
- Closed
- Sunday
- Closed
Languages supported
- en
Contact
Phone: +15124782275
Official website: https://stuartadvisors.com/