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 registered investment adviser that positions itself as a capital allocator for both individuals/families and select institutional clients. The firm is organized as an LLC and registered with the SEC in 2024. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers and managers. Fee arrangements include assets-under-management fees alongside performance-based and other fee structures. The firm is not an active ESG investor and does not describe itself as a multi-state adviser.
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 1RAYMOND MASSEY
Chief Compliance OfficerCRD 4556440
Contacts
1 of 1DALLAN MAAS
Portfolio Manager and Financial PlannerCRD 6693861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$136M in ETFs
41%
$55.9M
40%
$80.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR NASDAQ-100 MANAGED FLOOR ETF (QFLR) | Innovator | Active | Options Trading | $10.4M | 312,132 | 7.62% |
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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