Renee Harvey
Planning Works Advisory · Austin, Texas
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.
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Facts
| Firm | Planning Works Advisory |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $199.8M across 623 accounts |
| SEC registration | Investment adviser representative in TX · CRD 3096857 |
| Exams passed | Series 63 (2001) · Series 65 (2022) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.planningworksinc.com |
How Renee's firm compares
- Planning Works Advisory's average account is about $321,000, from its Form ADV (assets managed divided by 623 accounts).
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Questions about Renee
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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