Jeff Weeks
ATX Portfolio Advisors® · Austin, Texas
Jeff Weeks is a fee-only financial advisor at ATX Portfolio Advisors® in Austin, Texas, who holds the CFP credential. Jeff charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,500 a year and one-time plans from $3,000).
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Who they serve
- Founders
- Executives
- High earners
Facts
| Firm | ATX Portfolio Advisors® |
|---|---|
| Based in | Austin, Texas |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $1,500 a year · One-time plans from $3,000 · 0.75% a year on the first tier of assets managed |
| Assets under management | $93.5M across 73 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2216960 |
| Exams passed | Series 63 (1993) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | atxadvisors.com |
How Jeff's firm compares
- Ongoing planning starts at $1,500 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Texas median of $1,575 for fee-only firms that publish prices.
- ATX Portfolio Advisors®'s average account is about $1.3 million, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Jeff
Is Jeff Weeks a fee-only financial advisor?
Yes. Jeff Weeks is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeff's firm.
How does Jeff charge for financial advice?
Jeff charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Jeff charge?
According to ATX Portfolio Advisors®'s website, checked October 28, 2026: ongoing planning from $1,500 a year; one-time plans from $3,000; 0.75% a year on the first tier of assets managed.
Where is Jeff Weeks based?
Jeff Weeks is based in Austin, Texas.
What credentials does Jeff Weeks hold?
Jeff Weeks holds the CFP credential.
Is Jeff Weeks registered with the SEC?
Yes. Jeff Weeks is registered as an investment adviser representative in TX (CRD 2216960), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does ATX Portfolio Advisors® manage?
ATX Portfolio Advisors® reports $93.5M across 73 accounts in assets under management.
How do I contact Jeff Weeks?
Through Jeff's website, atxadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- ATX Portfolio Advisors® website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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