Planning Works Advisory

Planning Works Advisory

The firm registered in the United States and maintains a mailing address at 7719 Wood Hollow Drive in Austin, Texas. It identifies as an independent Registered Investment Advisor, a distinction that carries fiduciary obligations and public disclosure requirements under the Investment Advisers Act of 1940. The firm's February 2026 Form ADV filing serves as the primary public-facing document outlining its services. Planning Works Advisory provides investment advisory services, including asset management, financial planning, and portfolio management. Its stated client base includes individuals, high-net-worth individuals, and families. The firm's website offers no details on portfolio construction methodology, asset-allocation frameworks, or manager-selection criteria. It does not publish a list of custodians, broker-dealer relationships, or specific investment products. The firm's public footprint is limited to regulatory filings and a single-page website hosting those filings. No employee biographies, named principals, or team size appear on the website or in available records as of May 2026. The contact email listed is renee@planningworksadvisory.com, indicating at least one associated individual. The firm has not publicized any adjacent vehicles, philanthropic structures, or club affiliations. In February 2026, it filed its most recent Form ADV Firm Brochure, maintaining its regulatory compliance without expanding its public disclosures. Planning Works Advisory's structure as a solo- or micro-practice RIA distinguishes it from asset-gathering platforms and roll-up aggregators. It maintains a physical presence only in Austin without advertising additional offices, satellite advisors, or a multi-state footprint. This single-location, low-disclosure model contrasts with the typical trajectory of growth-focused RIAs that publicize team expansion, AUM milestones, or media commentary.