Brady Lochte
Fee-Only Financial Planning | Fiduciary Advice | Serving Austin & Central Texas
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Fee-Only Financial Planning | Fiduciary Advice | Serving Austin & Central Texas
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brady Lochte
Hi, I’m Brady Lochte, the founder of Axon Capital Management, a fee-only fiduciary advisory firm in the Austin metropolitan area. My path into financial planning started in corporate finance at Applied Materials, where I learned how disciplined planning and sound decision-making drive long-term results. I eventually realized I wanted to apply those same principles to help individuals and families directly, which led me to start Axon and work with tech employees, professionals, and retirees who want transparent, long-term financial guidance.Outside of client work, I spend a significant amount of time writing about financial planning, investing, and the broader economic trends affecting households in Central Texas. Being rooted in the local community helps me bring a deeper perspective to the planning work I do, especially for families navigating Austin’s fast-changing economic environment.
At the heart of my philosophy is a simple belief: financial planning should be clear, honest, and centered around long-term thinking. Through my firm, my writing, and my community involvement, I try to give people the structure, confidence, and direction they need to make better decisions with their money.
Affiliations
- Fee Only Network
- XY Planning Network
Primary Location
501 S Austin Ave #1220-220, Georgetown, TX 78626
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a no-pressure conversation where we get to know each other. I’ll ask about your goals, priorities, and financial challenges. You’ll learn about my process, the value I bring, and how we can work together. We’ll discuss whether my services align with your needs. By the end of this meeting, you’ll have a clear understanding of what I offer and can decide if we’re a good fit to move forward. I look forward to speaking with you.Offers Investment Management
Yes
About Axon Capital Management
Axon Capital Management is an independent, fee-only financial planning firm. We proudly serve individuals and families across the Austin metro—including Georgetown, Cedar Park, and Round Rock. We also work with clients virtually throughout Texas and beyond.Our firm specializes in helping people make smarter financial decisions through personalized retirement planning, investment management, and tax-efficient strategies.
As a fiduciary, we are legally and ethically obligated to act in your best interest—and we take that responsibility seriously. Our advice is always objective and personalized, designed to serve your goals without the influence of commissions, sales quotas, or third-party incentives. We believe financial planning should be a long-term partnership built on trust, transparency, and a deep understanding of what matters most to you.
Who We Serve
✔️ Mid-career professionals & those just getting started
✔️ Those who are approaching retirement and want an advisor alongside them
✔️ Recent retirees who want to navigate their transition with confidence
✔️ Singles and married couples across the Austin Metro: Georgetown, Round Rock, Cedar Park, Leander, and surrounding communities
Education
Mays Business School - Texas A&M University, Bachelor of Business Administration - BBA, Accounting
Hobbies and Interests
- Basketball
- Family
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- DIY Investors
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Intergenerational Families
- Living in Retirement
- Parents
- Technology Professionals
- Young Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
-
A Financial Planning Guide for Austin Tech Employees
-
Comparing Austin Metro Home Prices: Cedar Park, Leander, Georgetown, Liberty Hill, Hutto, Round Rock, Pflugerville
-
Fee-Only Financial Planning for Greater Austin
-
Comparing Property Tax Rates in Central Texas: Liberty Hill, Cedar Park, Leander, Georgetown, Hutto, Round Rock, Pflugerville