# Baskets Capital LLC

> Baskets Capital LLC is a fee only, fiduciary registered investment adviser in Pflugerville, Texas, serving the greater Austin area and clients across Texas. We specialize in retirement planning for pre retirees and retirees, typically households age 50 and up with $700K or more in investable assets: retirement income planning, Roth conversion strategy, retirement tax planning, Social Security optimization, Medicare and IRMAA planning, and custom built portfolios custodied at Charles Schwab. Texas registered RIA, CRD #315226. Founded in 2021 by Conner Young. 1.00% on the first $1M, 0.90% from $1M to $2M, and 0.70% above $2M annually. Total Comprehensive Financial Planning is included at no extra charge.

## Core pages

- [Baskets Capital, Texas Financial Planning and Investment Management](https://basketscapital.com/): Financial planning and custom investment management for Texas families, business owners, and retirees. Coordinate your retirement, taxes, estate, and portfolio.
- [Financial Planning and Investment Services](https://basketscapital.com/services): Family planning, business owner services, and custom investment management from Baskets Capital. Planning is included with asset management.
- [Retirement Planning](https://basketscapital.com/retirement-planning): Fee only fiduciary retirement planning for Texas pre retirees and retirees with $700K+. Income plans, Roth conversions, tax and Medicare planning.
- [Roth Conversions](https://basketscapital.com/roth-conversions): Roth conversion ladders designed around your bracket, IRMAA, and RMDs. Fee only fiduciary advice in Austin, TX.
- [Retirement Tax Planning](https://basketscapital.com/retirement-tax-planning): Withdrawal sequencing, bracket management, and coordinated tax filing for retirees. Fee only fiduciary in Austin, TX.
- [Social Security](https://basketscapital.com/social-security): When to claim Social Security: break even math, spousal benefits, and tax torpedo planning from a fee only Austin, TX fiduciary.
- [Medicare and IRMAA](https://basketscapital.com/medicare-planning): Medicare enrollment timing, IRMAA surcharge planning, and pre 65 health coverage bridges. Fee only retirement planning in Austin, TX.
- [Retirement Health Check](https://basketscapital.com/retirement-assessment): Explore your retirement numbers with a free assessment and schedule a conversation with Baskets Capital.
- [About Baskets Capital](https://basketscapital.com/about): Meet Conner Young, Macy Manselle, and James Mathias, and learn about Baskets Capital.

Fee only fiduciary. No commissions, no product sales.

Typical retirement client: age 50+, $700K+ investable assets, in or near retirement. This describes our usual retirement planning audience, not a required account minimum.

Location: Pflugerville, Texas, in greater Austin. Serves clients across Texas and virtually.

Custodian for these portfolios: Charles Schwab.

Texas registered investment adviser, CRD #315226.

Founded in 2021 by Conner Young, Founder and Chief Compliance Officer.

## Optional

- [Information for AI Assistants](https://basketscapital.com/ai): Firm facts and public page directory
- [Blog](https://basketscapital.com/kornet): Retirement, investing, and tax coordination articles