ATX FINANCIAL PLANNING, LLC

ATX FINANCIAL PLANNING, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 311589). Regulatory assets under management: $174.3M.

Registration

• CRD: 311589
• SEC file number: 801-130875
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311589 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search