Oxbow Advisors
47yrs
Top advisor by experience in Austin
12yrs
Brian Halbert
Full name on record: Brian William Halbert
Financial advisor at Halbert Wealth Management
Brian Halbert has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Austin, Texas. Brian has been with Halbert Wealth Management since 2025; before that, Brian spent seven years at World Investment Advisors and four years at Merrill. Halbert Wealth Management offers investment management and is paid through a percentage of assets.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office9433 Bee Cave Rd Building. 1, Suite 200, Austin, TX 78733
How the firm is paid ?Percent of assets
Typical client at the firm ?$653,613
Advisors at the firm4
States licensed ?1 state
Services through Halbert Wealth Management
Investment management for individuals and small businesses
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.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowHalbert Wealth Management, Inc.Current firm
- 2018 – 2025World Investment Advisors, LLCPreviously
- 2014 – 2018MerrillPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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 Brian
How do I contact Brian?
Call Halbert Wealth Management at 512-263-3800 and ask for Brian Halbert. Brian works from the Austin, TX office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Halbert Wealth Management reports being paid by a percentage of the assets they manage. Ask Brian 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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