PLANNING WORKS ADVISORY, INC.

PLANNING WORKS ADVISORY, INC. of AUSTIN, TX is an SEC-registered investment adviser (CRD 317834). Regulatory assets under management: $199.8M.

Registration

• CRD: 317834
• SEC file number: 801-123012
• Type: Registered investment adviser
• Location: 7719 WOOD HOLLOW DRIVE, STE 216, AUSTIN, TX, 78731
• Phone: 512-498-7526
• Latest filing: 2026-02-18
• Regulatory AUM: $199.8M
• Discretionary AUM: $199.8M
• Clients: 4
• Accounts: 623

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317834 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search