# ATX FINANCIAL PLANNING, LLC

ATX FINANCIAL PLANNING, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 311589
- Type: SEC-registered investment adviser
- SEC file number: 801-130875
- Location: 500 GRACE LANE, AUSTIN, TX, 78746
- Phone: 512-693-4040
- Latest filing: 2026-03-25
- Regulatory AUM: $174.3M
- Discretionary AUM: $174.3M
- Clients: 4
- Accounts: 490

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Raymond Michael Massey | CHIEF COMPLIANCE OFFICER; TRUSTEE | Austin, TX |
| MASSEY RAYMOND MICHAEL | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311589/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311589/similar
- Related entities: https://search.stillhousedata.com/firm/311589/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311589

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.