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ATX Financial Planning, LLC

Headquartered in AUSTIN, TX

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Firm Information

ATX Financial Planning, LLC is a Registered Investment Advisor based in Austin, Texas, with approximately $107,709,467 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and businesses. They have 146 accounts, 37 of which are high-net-worth individuals, and a total of 109 clients. They do not offer wrap fee programs. You can find more information at their website, http://www.atxfinancialplanning.com.

ATX Financial Planning, LLC

418 GRACE LANE

AUSTIN, TX 78746

$107.71M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Subscription fees - ongoing financial planning

Branch Locations (1)

ATX FINANCIAL PLANNING, LLC has a total of 1 branch locations across the country.
location

AUSTIN, TX

Advisors at ATX Financial Planning, LLC

View All 2 Advisors
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Raymond Michael Massey

RA

AUSTIN, TX

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Dallan Chris Maas

RA

AUSTIN, TX

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Disclosures

There are no public disclosures for ATX Financial Planning, LLC.

Frequently Asked Questions (7)

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