# PLANNING WORKS ADVISORY, INC.

PLANNING WORKS ADVISORY, INC. of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 317834
- Type: SEC-registered investment adviser
- SEC file number: 801-123012
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Mikiel Ray Featherston | PRESIDENT/CCO | — |
| Renee Catherine Harvey | SECRETARY | — |
| HARVEY SUSAN CATHERINE | SECRETARY | — |
| FEATHERSTON MIKIEL RAY | PRESIDENT/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317834/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317834/similar
- Related entities: https://search.stillhousedata.com/firm/317834/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317834

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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.