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 registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator that sources and directs capital to third-party managers. Core advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of outside managers. Its fee model combines a percentage-of-assets structure with the possibility of performance-based and other fee arrangements. ATX is not positioned as an ESG investor and does not list pension consulting or related-adviser activities. The firm reports industry ties to a law firm and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1
Dallan Maas
Portfolio Manager and Financial PlannerCRD 6693861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$312M in ETFs
40%
$126M
40%
$186M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) | Innovator | Active | Options Trading | $12M | 349,729 | 3.84% |
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
Similar firms
Maqro Advisors LLC
RIAAustin, TX
Teca Partners, LP
RIAAustin, TX
Vannoy Advisory Group, Inc.
RIAAustin, TX
Maroon Pass Advisors LP
RIAAustin, TX
Ddelta Real Estate Investments
RIAAustin, TX
Black Barn Financial, LLC
RIAAustin, TX