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Home > Retirement Planners > texas > austin > PLANNING WORKS ADVISORY, INC.
PLANNING WORKS ADVISORY, INC.
7719 Wood Hollow Drive
Ste 216
Austin, Texas 78731
Tel: 512-498-7526
About PLANNING WORKS ADVISORY, INC.
PLANNING WORKS ADVISORY, INC, formally registered with the SEC as PLANNING WORKS ADVISORY, INC. The firm was established in 01/07/2022. They have over 1 offices throughout the country.
PLANNING WORKS ADVISORY, INC. is a Austin, Texas based Financial Planning firm with nearly $178,545,210 assets under management, offering retirement planning & investment advisory services to 595 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317834 |
| SEC# | 801-123012 |
| Assets Managed by Firm | $178,545,210 |
| No. of Clients | 595 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 595 | $178,545,210 |
| Individuals (other than high net worth individuals) | 45 | $19,236,712 |
| High net worth individuals | 77 | $155,642,495 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,666,003 |
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