ATX Financial Planning, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 311589
- Registered since
- August 7, 2024
- Website
- www.atxfinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- HNWI68.88%
- Individuals26.74%
- Pension & Profit Sharing Plans3.63%
- Charitable Organizations0.7%
- Other0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
ATX Financial Planning, LLC is an independent, SEC-registered advisory firm (registered in 2024) that serves both individual/family and institutional clients. The firm operates as a limited liability company and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and third-party manager selection. Its fee schedule includes percentage-of-AUM charges, performance-based fees, and other fee arrangements. ATX does not position itself as an ESG investor and reports affiliations with a law firm and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities9%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- Private Funds1%
Owners & executives
1 of 1
Raymond Massey
Chief Compliance OfficerCRD 4556440
Contacts
2 of 2
Dallan Maas
Portfolio Manager and Financial PlannerCRD 6693861
Ryan Maas
Money Manager & Financial PlannerCRD 8349724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$177M in ETFs
34%
$60M
46%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) | Innovator | Active | Options Trading | $16.5M | 470,855 | 9.29% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 500 Grace Ln
- Time zone
- CT (UTC-6)
- Office locations
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