Oxbow Advisors
47yrs
Top advisor by experience in Austin
18yrs
Michael Brewer
Full name on record: Michael Patrick Brewer
Financial advisor at Wealthplan Investment Management
Michael Brewer is a financial advisor in Austin, Texas, with 18 years in the industry. After three years at Wealthsource® and five years at Surepath Wealth Management, Michael joined Wealthplan Investment Management in 2024, a firm offering financial planning, investment management, and private fund management. Michael holds the CFA designation.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 63% of advisors in Austin
OfficeAustin, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$911,529
Advisors at the firm29
States licensed ?1 state
Services through Wealthplan Investment Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowWealthplan Investment Management LLCCurrent firm
- 2021 – 2024Wealthsource®Previously
- 2016 – 2021Surepath Wealth ManagementPreviously
- Sep 2014 – Jul 2015Journey Advisory Group, LLCPreviously
Contact Michael
(402) 691-0200Firm headquarters in Omaha, NE. Ask for Michael. Austin, TXOffice · Get directions Firm websitewww.vizionarywealth.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Wealthplan Investment Management at (402) 691-0200 and ask for Michael Brewer. Michael works from the Austin, TX office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2008, about 18 years. More experience than 63% of advisors in Austin.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Wealthplan Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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