Oxbow Advisors
47yrs
Top advisor by experience in Austin
8yrs
Collin Plotts is a fiduciary financial advisor in Austin, Texas, with 8 years in the industry. Collin joined 49 Financial in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?Top 19% by experience at 49 Financial
Office3711 S Mopac Expressway Suite 150, Austin, TX 78746
Firm49 Financial
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$344,115
Advisors at the firm144
States licensed ?1 state
Services through 49 Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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 – now49 FinancialCurrent firm
Contact Collin
(214) 563-119049 Financial main office 3711 S Mopac Expressway Suite 150Austin, TX 78746Office · Get directions Facebook page49 Financial
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Questions to ask Collin
Tailored to Collin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Collin
How do I contact Collin?
Call 49 Financial at (214) 563-1190 and ask for Collin Plotts. Collin works from the Austin, TX office.
How long has Collin been a financial advisor?
Collin has been in the industry since 2018, about 8 years. Top 19% by experience at 49 Financial.
What licenses does Collin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Collin a fiduciary?
Collin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Collin paid?
49 Financial reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Collin 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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