Financial Planning & Wealth Management in Austin, TX

Who is Quartz Financial?

Quartz Financial is a comprehensive wealth management firm founded by Shane Moore and David Rust in the heart of Austin, Texas. Our professionals specialize in family office services, investment management, financial planning, risk management, and estate planning for families with sudden wealth and generational wealth.

Want to know more about Sudden Wealth? Check out our Sudden Wealth Center.

Our Process

Quartz Financial was founded through the partnership and combined talents of long-time, wealth industry veterans in Moore and Rust.

Meet Our Founders
Our History

Personalized, family office environment backed by significant resources of a leading independent broker/dealer and RIA custodian.

Read More
Our Values

Independently owned and operated firm with no outside shareholders or corporate agendas.

Meet Our Team

Placing Exclusivity Above Quantity

We welcome a limited number of new clients each year. While each client situation is unique, our clients share in the common desire of working with a firm that functions as their private family office delivering experienced and objective advice.

It is important that prospective clients have both a need and readiness for comprehensive services and guidance, and whom we believe can benefit from the level of service we provide. We work closely with each client to develop a long-term partnership that will help them discover and pursue their financial, life, and legacy goals.

Our clients have already attained wealth or are preparing for a significant financial windfall through an array of unique life events. Curious if you fit? Check out our common Sudden Wealth Life Events below:

Business Sale

Business Sale

Inheritance

Inheritance

IPO / Acquisition

IPO / Acquisition

Performance Contract

Performance Contract

Legal Settlement

Legal Settlement

Trust Distribution

Trust Distribution

Bonus / Commission

Bonus / Commission

Lottery Jackpot

Lottery Jackpot

Retirement

Retirement

Insurance Claim

Insurance Claim

Real Estate Sale

Real Estate Sale

Event Winnings

Event Winnings

Simple & Competitive Rates

Simple & Competitive Rates

  • We charge a single rate based on the total value of all family managed accounts.
  • We do not charge ‘add-on’ fees for wealth or financial planning.
  • We pay all trading fees on behalf of our clients.
  • Our rates are competitive with firms that only manage investments.
  • We have never raised our rates, but we routinely look to lower costs for our clients.
Proactive Communication & Availability

Proactive Communication & Availability

We believe proactive communication and availability are keys to a successful, long-term professional relationship. How do we accomplish this?

  • We take the responsibility to proactively schedule, plan, and coordinate these important meetings.
  • We provide a unique email address for clients to communicate with their entire advisory and service team.
  • We respond to our clients night and day.
  • We are involved with all things financial for our client families.
  • We are 100% committed to keeping our clients’ needs and issues top of mind.
  • We judge our success by the length and growth of existing client relationships.

Clearing, Custody & Compliance

A Registered Investment Adviser–broker/dealer is a company that a registered investment professional is required to affiliate with in order to buy and sell investment products on behalf of investors. The Securities and Exchange Commission (SEC) delegates the supervision of financial advisors to the Financial Industry Regulatory Authority (FINRA). FINRA, in turn, requires firms to choose a broker/dealer to partner with on behalf of their clients. We utilize LPL Financial, as our clearing, custody, technology, compliance, and service provider. As the nation’s leading independent broker-dealer, as reported by Financial Planning magazine, June 1996-2023, based on total revenue, LPL provides us with integrated technology, independent research, comprehensive clearing and compliance services.

Learn More

Want to Connect Our Wealth Advisors? Join Our Mailing List!


Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.



Thank you! Oops!