Planning Works Advisory

Planning Works Advisory at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 4 advisors are listed here; 1 of 4 hold the CFP.
• Its Form ADV reports 4 employees and 129 individual clients, 84 of them high net worth.
• Its average account is about $321,000 (assets it manages divided by its 623 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Planning Works Advisory fees

Planning Works Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• Jack Switzer

• Mikiel Featherston

• Renee Harvey

• Timothy Sittler

  CFP

Other fee-only firms in Austin

• Prominent Financial Planning
• Quoinage Capital LLC
• Redbud Advisors
• Retirement Plan Fiduciaries
• Richard P. Slaughter Associates
• Seaborn Financial, LLC
• SeedSafe Financial
• Sevey Wealth Advisors

Fee-only advisors in Texas