Atx Financial Planning, LLC
Atx Financial Planning, LLC (CRD# 311589) is a financial advisory firm headquartered in Austin, TX. They manage $108,001,886 in 345 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Atx Financial Planning, LLC
By the Numbers
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Total Assets Under Management108MILLION
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Total Number of Accounts345ACCOUNTS
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Average Account Value$313,049
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, NE, TX
Financial Advisors at Atx Financial Planning, LLC
1
Dallan Maas (CRD# 6693861) is an Investment Advisor Representative working at Atx Financial Planning, LLC in Austin, TX and has over 7 years of experience in the finance industry.
2
Raymond Massey (CRD# 4556440) is an Investment Advisor Representative working at Atx Financial Planning, LLC in Austin, TX and has over 17 years of experience in the finance industry.
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