Planning Works Advisory, Inc.

CRD 317834 · Austin, TX · $199.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 317834
SEC number: 801-123012
Firm type: RIA
Assets under management: $199.8M as of Feb 18, 2026
Website: www.planningworksinc.com ↗
Phone: 512-498-7526
Address: 7719 Wood Hollow Drive, Austin, TX, 78731

Advisors at this firm

4 in our index · page 1 of 1

Mikiel Ray FeatherstonCRD 1885948 · Austin, TX

IA RegisteredRegistration inactive

Disclosure event(s) on record
Renee Catherine HarveyCRD 3096857 · Austin, TX

IA RegisteredRegistration inactive
Timothy Cordell SittlerCRD 4798656 · Austin, TX

IA RegisteredRegistration inactive
Jack Alexander SwitzerCRD 8133773 · Austin, TX

IA Registered

Source & corrections

Where this page comes from

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