Oxbow Advisors
47yrs
Top advisor by experience in Austin
27yrs
Eric Zipfel has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Austin, Texas. After seven years at Kestra Advisory Services and five years at Kestra Investment Services, Eric joined Ritholtz Wealth Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 7% by experience at Ritholtz Wealth Management
OfficeAustin, TX
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.15 million
Advisors at the firm57
States licensed ?1 state
Services through Ritholtz Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowRitholtz Wealth ManagementCurrent firm
- 2016 – 2023Kestra Advisory Services, LLCPreviously
- 2011 – 2016Kestra Investment Services, LLCPreviously
- 2010 – 2023Beacon Financial GroupPreviously
- Mar 2008 – Jan 2010TD Ameritrade, Inc.Previously
- Mar 2008 – Jan 2010TD Ameritrade Investment Management, LLCPreviously
- May 2005 – Mar 2007J.J.B. Hilliard, W.L. Lyons, LLCPreviously
- Nov 2004 – Mar 2005Fifth Third Securities, Inc.Previously
Contact Eric
(212) 625-1200Firm headquarters in New York, NY. Ask for Eric. Austin, TXOffice · Get directions Instagram pageRitholtz Wealth ManagementIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Ritholtz Wealth Management at (212) 625-1200 and ask for Eric Zipfel. Eric works from the Austin, TX office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1999, about 27 years. Top 7% by experience at Ritholtz Wealth Management.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Ritholtz Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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