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3a partners, llc

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austin, TX

Additional Information

3A Partners is an institutional investment consultant and subsidiary of Aon plc that empowers institutional investors with access to alternative assets and risk-adjusted returns through portfolio management capabilities and unique investment vehicles. The firm specializes in Small Business Administration-licensed small business investment companies (SBICs) providing credit and funding solutions to small business enterprises throughout the United States.

SEC registered

Specializes in

Small Business Investment Companies (SBICs)Bank Owned Life Insurance (BOLI)Alternative assetsCredit instrumentsInstitutional investor advisory

Services

Insurance Dedicated Fund (IDF) administrationSeparately Managed Account managementSBIC portfolio managementPortfolio constructionUnderwriting and diligenceRegulatory compliance servicesOperational and reporting services

Serving United States, Columbus, OH, Austin, TX

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: 260-241-7444

Website: https://www.3apartners.com

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Frequently Asked Questions

How much does a financial advisor cost in austin?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.