# ATX Financial Planning

ATX Financial Planning is a RIA based in Austin, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Assets under management:** Undisclosed
- **Website:** atxfinancialplanning.com

## Regulatory record

- **CRD number:** 311589
- **SEC file number:** 801-130875
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311589

## About

ATX Financial Planning, LLC is an SEC-registered investment adviser in Austin, TX, registered since 2024. The firm manages approximately $174 million in regulatory assets. It has 4 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables

## Questions

### Who runs investment decisions at ATX Financial Planning?

ATX Financial Planning does not publicly name principals or investment decision-makers (per SEC filings and the firm's website). The firm's ADV form filed with the SEC identifies a single RIA entity, but individual names are not published in marketing materials.

### What investment approach does ATX Financial Planning use?

The firm employs a passive investment strategy using low-cost index funds and direct equity holdings across public markets, fixed income, and real estate (per the firm's website). It does not manage alternative assets like venture capital or private equity.

### Does ATX Financial Planning accept outside capital from institutional investors?

The firm's RIA structure allows it to manage assets for individuals, trusts, estates, and retirement plans (per SEC Form ADV). It does not operate pooled investment vehicles for institutional limited partners — clients maintain separate accounts.

### What geographic markets does ATX Financial Planning serve?

The firm is based in Austin, Texas, and primarily serves clients in the Austin metropolitan area (per the firm's website). SEC filings show no additional office locations.

### Where does the capital managed by ATX Financial Planning originate?

The firm manages capital from individual clients, families, trusts, estates, and retirement plans. It does not disclose specific wealth origin sources like inherited fortunes or business exits.

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Last updated: 2026-06-03T20:00:00.000Z

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