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
418 Grace Lane, Austin, TX 78746
http://www.atxfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, NE, TX

Financial Advisors at Atx Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dallan Maas, financial advisor Austin TX
Dallan C. Maas
CRD#: 6693861
418 Grace Lane, Austin, TX 78746

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, financial advisor Austin TX
Raymond M. Massey
CRD#: 4556440
418 Grace Lane, Austin, TX 78746

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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