Planning Works Advisory, Inc.
● SEC registered since 2022CRD 317834SEC# 801-123012Austin, TX
Reg. AUM
$199.8M
Employees
4
Accounts
623
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 $199.8 million in regulatory assets under management and employs 4 people.
Planning Works Advisory, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mikiel Ray Featherston Control | President/Cco | 50-75% | 2021 |
| Renee Catherine Harvey | Secretary | 25-50% | 2021 |
Frequently asked questions
How much does Planning Works Advisory, Inc. manage?
Planning Works Advisory, Inc. reports $199.8 million in regulatory assets under management on its Form ADV.
How many employees does Planning Works Advisory, Inc. have?
Planning Works Advisory, Inc. reports 4 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
| Address | 7719 Wood Hollow Drive, Ste 216, Austin, TX 78731 |
| Phone | 512-498-7526 |
| Fax | 512-689-8519 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$199.8M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$199.8Mregulatory AUM
Discretionary $199.8M