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ATX FINANCIAL PLANNING, LLC

AUSTIN, TX · CRD 311589 · IAPD ↗ · atxfinancialplanning.com · 512-693-4040

$174.3MRegulatory AUM
3Advisory reps
5Employees
2Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — ATX FINANCIAL PLANNING, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
September 2024 — ATX FINANCIAL PLANNING, LLC (AUSTIN, TX) is newly SEC-registered with $107.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.