# Renee Harvey

> Renee Harvey is a fee-only financial advisor at Planning Works Advisory in Austin, Texas. Planning Works Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/renee-harvey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Planning Works Advisory
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $199.8M across 623 accounts
- **CRD:** 3096857 (https://adviserinfo.sec.gov/individual/summary/3096857)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2001), Series 65 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.planningworksinc.com

## Frequently asked questions

### Is Renee Harvey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Renee holds no broker registration, and Planning Works Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Renee charge for financial advice?

Renee's firm, Planning Works Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Renee Harvey based?

Renee Harvey is based in Austin, Texas.

### Is Renee Harvey registered with the SEC?

Yes. Renee Harvey is registered as an investment adviser representative in TX (CRD 3096857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Planning Works Advisory manage?

Planning Works Advisory reports $199.8M across 623 accounts in assets under management.

### How do I contact Renee Harvey?

Through Renee's website, www.planningworksinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3096857): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.