RIA Intel›Advisers›Texas›PLANNING WORKS ADVISORY, INC.

PLANNING WORKS ADVISORY, INC.

Advisory

N·AUSTIN, TX

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM
$200M
1-Year AUM Growth
+6.1%
3-Year CAGR
+1.7%
Employees
4
Assets Under Management
Total AUM$200M
Discretionary AUM$200M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients122
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingDec 8, 2021
Latest FilingFeb 18, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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