Planning Works Advisory, Inc.

Planning Works Advisory, Inc. (CRD# 317834) is a financial advisory firm headquartered in Austin, TX. They manage $146,072,304 in 583 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7719 Wood Hollow Drive, Ste 216, Austin, TX 78731
https://www.linkedin.com/company/planningworks
By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $250,553
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

TX

Financial Advisors at Planning Works Advisory, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mikiel Featherston, financial advisor Austin TX
Mikiel R. Featherston
CRD#: 1885948
7719 Wood Hollow Drive, Ste 216, Austin, TX 78731

Mikiel Featherston (CRD# 1885948) is an Investment Advisor Representative working at Planning Works Advisory, Inc. in Austin, TX and has over 35 years of experience in the finance industry.

2
Timothy Sittler, financial advisor Austin TX
Timothy C. Sittler
CRD#: 4798656
7719 Wood Hollow Drive, Ste 216, Austin, TX 78731

Timothy Sittler (CRD# 4798656) is an Investment Advisor Representative working at Planning Works Advisory, Inc. in Austin, TX and has over 18 years of experience in the finance industry.

3
Renee Harvey, financial advisor Austin TX
Renee C. Harvey
CRD#: 3096857
7719 Wood Hollow Drive, Ste 216, Austin, TX 78731

Renee Harvey (CRD# 3096857) is an Investment Advisor Representative working at Planning Works Advisory, Inc. in Austin, TX and has over 23 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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