Origin Wealth Advisers

What Origin Wealth Advisers does

Origin Wealth Advisers LLC is an independent, fee-only registered investment adviser founded in 2014 by Morgen Rochard and headquartered in Austin, Texas. The firm delivers a single unified service — Goal-Oriented Portfolio Services — that integrates traditional financial planning (budgeting, savings, investment portfolio reviews, retirement, education, charitable giving, estate, and tax planning) with Bitcoin-focused investment strategies for individual Bitcoin-saving families. The firm does not sell products; revenue is generated entirely through quarterly advisory fees scaled to client net worth, aligning the firm as a fiduciary with no commission conflicts.

The core operational technology is a proprietary three-phase Life Planning Process — Exploration (complimentary discovery), Vision (long-term goal alignment), and Obstacles (barrier identification and mitigation) — delivered through a direct sales motion beginning with a Calendly-scheduled consultation. The technology stack is assembled from third-party platforms: Charles Schwab Alliance serves as custodian and client investment portal, and RightCapital powers the client-facing Financial Planning Portal. There is no proprietary software; the firm's "technology" is effectively its advisory methodology combined with these platform integrations.

Commercially, Origin pursues a content-led, sales-led GTM. Top-of-funnel awareness is driven by two podcasts (Money Owners Podcast and Bitcoin for Advisors Podcast), an extensive blog dating to 2015, and LinkedIn presence. The team consists of three confirmed members: Founder/lead planner Morgen Rochard (CFA, RLP®; prior tenure at UBS, Merrill Lynch, and Trinity Derivatives Group), Financial Planner Mark Guastaferri (RLP®; joined 2018), and Financial Planning Assistant Rachel Guastaferri (joined January 2022). The firm is privately held, wholly founder-owned, with no institutional backing, no funding rounds, and a stated headcount band of 1-10.

Name

Origin Wealth Advisers

Legal name

Origin Wealth Advisers LLC

Website

https://originwa.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Origin Wealth Advisers is an Austin, Texas-based fee-only registered investment adviser that integrates Bitcoin-focused investment strategies with traditional financial planning for individual Bitcoin-saving families and high-net-worth households, charging quarterly AUM-based advisory fees.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Fee-only financial planning
• Bitcoin wealth advisory
• Retirement planning services
• Estate tax planning
• Registered investment adviser

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Quarterly Advisory Fees: Fee-only model with quarterly fees based on client net worth according to published fee schedule. No commissions or product sales - purely advisory fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Origin Wealth Advisers is an independent, fee-only financial advisory firm that delivers holistic, personalized financial planning services to individuals and families, with a distinctive specialization in integrating Bitcoin savings into traditional planning. Its single unified offering — Goal-Oriented Portfolio Services — covers budgeting, savings, assets, debt, insurance, benefits, investment portfolio reviews, asset allocations, retirement planning, education planning, charitable giving, estate consulting, and tax planning, all delivered through a three-phase Life Planning process (Exploration, Vision, Obstacles).

Product overview

Origin Wealth Advisers is an independent, fee-only financial advisory firm that offers a single, unified service called Goal-Oriented Portfolio Services. This comprehensive financial planning service integrates traditional financial planning with Bitcoin-focused investment strategies. The service encompasses holistic financial analysis, tailored action plans, and investment implementation, covering areas such as budgeting, savings, assets, debt, insurance, benefits, investment portfolio reviews, retirement planning, education planning, charitable giving, estate consulting, and tax planning—all with a special focus on Bitcoin savings integration. The firm does not sell products but creates personalized strategies tailored to individual life goals.

Differentiator

Problem solved

Functional benefit

Products and services

• Goal-Oriented Portfolio Services Comprehensive financial planning service providing holistic financial overview, tailored action plans, and investment implementation for individuals and families saving in Bitcoin. Covers budget, savings, assets, debt, insurance, benefits, Bitcoin savings, investment portfolio reviews, asset allocations, retirement planning, education planning, charitable giving strategies, estate consulting, and tax planning. Delivered through a three-phase Life Planning process (Exploration, Vision, Obstacles) with quarterly advisory fees based on client net worth.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Charles SchwabcoreTechnology or IntegrationPlatform partnership for client account management. Clients access investment accounts through Schwab Alliance. The firm uses Schwab as the primary custodian for client investment assets.
• RightCapitalcoreTechnology or IntegrationFinancial Planning Portal for client engagement and financial plan delivery. RightCapital provides the technology platform for planning and client communication.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Unchained Capital: Unchained Capital offers Bitcoin-native financial services including collaborative custody, IRAs, and wealth advisory. It directly competes with Origin in the Bitcoin-integrated financial planning niche serving high-net-worth Bitcoin holders.
• Swan Bitcoin: Swan Bitcoin provides Bitcoin accumulation and wealth management services to individuals and advisors, including private client services for high-net-worth Bitcoin holders — overlapping with Origin's fee-only Bitcoin-focused advisory offering.
• Bitcoin Advisory Group: Bitcoin Advisory Group is a registered investment adviser specializing in Bitcoin and digital-asset financial planning for individuals and families — a closely comparable peer serving the same Bitcoin-saving customer segment as Origin.
• Facet Wealth: Facet Wealth is a tech-enabled, fee-only financial planning firm serving mass-affluent and mid-market clients. It is comparable to Origin as a fee-only RIA delivering comprehensive financial planning, though without Bitcoin specialization.
• XY Planning Network: XY Planning Network is a network of fee-only financial planners serving Gen X and Millennials. Many of its member advisors follow a similar RIA-led, subscription-based planning model to Origin.
• Garrett Planning Network: Garrett Planning Network is a nationwide network of fee-only financial planners providing hourly and ongoing advisory services — a similar fee-only RIA model serving individuals and families with comprehensive financial planning.

Emerging players

• Abra (Abra Private): Abra operates a digital-asset wealth management platform offering advisory and lending services for crypto and Bitcoin holders. It competes for the same HNW Bitcoin-saving clientele, with broader product scope but overlapping advisory capabilities.

Broad incumbents

• Mariner Wealth Advisors: Mariner Wealth Advisors is a large national RIA offering comprehensive wealth advisory including alternative and crypto-related investments. It is a broader incumbent competing for HNW clients that may include Bitcoin holders.
• Schwab Wealth Advisory (Charles Schwab): Charles Schwab's wealth advisory arm is both a custodian partner to Origin and a broad incumbent offering fee-based wealth management at scale — a competitive threat as Schwab increasingly supports crypto-exposed portfolios.

Others

• RightCapital: RightCapital is the financial planning software provider that Origin uses as its client-facing planning portal. It is an ecosystem partner/infrastructure enabler rather than a direct competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubesoundcloud.com/moneyownerspodcast
• LinkedInlinkedin.com/company/originwa

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Origin Wealth Advisers