Overview
Assets Under Management: $174 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 57
Average Client Assets: $2.1 million
Frequently Asked Questions
ATX FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311589), ATX FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
ATX FINANCIAL PLANNING, LLC is headquartered in AUSTIN, TX.
ATX FINANCIAL PLANNING, LLC serves 57 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, ATX FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ATX FINANCIAL PLANNING, LLC manages $174 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, ATX FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.88%
Average Client Assets: $2.1 million
Total Client Accounts: 490
Discretionary Accounts: 490
Regulatory Filings
CRD Number: 311589
Filing ID: 2048926
Last Filing Date: 2026-03-25 16:40:04