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Planning Works Advisory, Inc.

● SEC registered since 2022CRD 317834SEC# 801-123012Austin, TX
Export (members)
Reg. AUM
$178.5M
Employees
3
Accounts
595
Location
Austin, TX

Planning Works Advisory, Inc. assets under management

Planning Works Advisory, Inc. operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2022. It reports $178.5 million in regulatory assets under management and employs 3 people.
www.planningworksinc.comView on SEC.gov ↗

Planning Works Advisory, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Mikiel Ray Featherston ControlPresident/Cco50-75%2021
Renee Catherine HarveySecretary25-50%2021

Frequently asked questions

How much does Planning Works Advisory, Inc. manage?

Planning Works Advisory, Inc. reports $178.5 million in regulatory assets under management on its Form ADV.

How many employees does Planning Works Advisory, Inc. have?

Planning Works Advisory, Inc. reports 3 employees.

Where is Planning Works Advisory, Inc. located?

Planning Works Advisory, Inc. is based in Austin, TX and has been SEC-registered since 2022.

Does Planning Works Advisory, Inc. disclose fund performance?

Planning Works Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7719 Wood Hollow Drive, Ste 216, Austin, TX 78731
Phone512-498-7526
Fax512-689-8519
Office hours8:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$175.4M
Non-discretionary$3.2M
Total (RAUM)$178.5M