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PLANNING WORKS ADVISORY, INC.

CRD 317834 · SEC 801-123012

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7719 WOOD HOLLOW DRIVE, STE 216, AUSTIN, TX, 78731, United States

Phone

512-498-7526

Fax

512-689-8519

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$199.8M

Discretionary AUM

$199.8M

Team

4 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals45$23.8M
High net worth individuals84$174.5M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD