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PLANNING WORKS ADVISORY, INC.

AUSTIN, TX · CRD 317834 · IAPD ↗ · planningworksinc.com · 512-498-7526

$199.8MRegulatory AUM
4Advisory reps
4Employees
1Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2026 — PLANNING WORKS ADVISORY, INC. changed its website from planningworksadvisory.com to planningworksinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
58
March 2026 — PLANNING WORKS ADVISORY, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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