P
CRD: 317834
Planning Works Advisory, Inc.
$199.8M Total AUM
$199.8M Disc. AUM
10.8% 3Y CAGR
4 Employees
130 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-07-2022
- Office Locations
- 1
Office Locations
7719 Wood Hollow Drive STE 216 Austin TX
About Planning Works Advisory, Inc.
Planning Works Advisory, Inc. is an independent RIA based in Austin, TX. The firm provides financial planning and portfolio construction, including tax, estate, insurance, and business-succession planning for entrepreneurs and other planning-focused clients. Investment implementation emphasizes public funds, including ETFs and mutual funds, with custody at Charles Schwab.
Team overview
69 AVG AGE
$50.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age
Insights
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Client Personas
Fusion signal
Investment Themes
Vital
Investment Vehicles
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Services
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Owner & Executives
MIKIEL RAY FEATHERSTON
Chief Compliance Officer, President
- CRD
- #1885948
- Ownership
- 50% but less than 75%
(406) 790-2785
summit.vital@catalystcapital.com
in linkedin.com/in/momentum-peak
R
RENEE CATHERINE HARVEY
Secretary
- CRD
- #3096857
- Ownership
- 25% but less than 50%
(209) 264-2382
ember.matrix@unisoncapital.com
in linkedin.com/in/zenith-north
Showing 2 of 2 owners & executives
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T
TIMOTHY CORDELL SITTLER
--
- CRD
- #4798656
(848) 861-8481
zenith.element@bridgecapital.com
in linkedin.com/in/prime-peak
J
Jack Alexander Switzer
--
- CRD
- #8133773
(329) 454-1844
prime.unison@harborcapital.com
in linkedin.com/in/ridge-zenith
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,834,857 | $320,762 |
| Non-Discretionary | $0 | -- |
| Total | $199,834,857 | $320,762 |
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Separately Managed Accounts
Total SMA Asset: $199,834,857
Public Funds:
13.2% Equity - Exchange:
21.8% Cash:
16.8% Municipal Bonds:
18.4% Other:
9.5% U.S. Government/Agency:
20.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $674,253,362 | 13.2% |
| Equity - Exchange | $1,113,539,643 | 21.8% |
| Cash | $858,140,642 | 16.8% |
| Municipal Bonds | $939,868,322 | 18.4% |
| Other | $485,258,101 | 9.5% |
| U.S. Government/Agency | $1,036,919,943 | 20.3% |
| Total | $5,107,980,013 | 100.0% |