A complete list of active advisors currently associated with ATX Financial Planning, LLC
Warmer can help you find a great advisor at ATX Financial Planning, LLC or one who fits your needs even better.
ATX Financial Planning provides discretionary investment management and financial planning to individuals and high‑net‑worth clients, and also offers ERISA plan services as either a 3(21) or 3(38) fiduciary. The firm typically charges percentage‑of‑AUM advisory fees, maintains a $500,000 account minimum (waivable in some cases), and supports management of held‑away retirement accounts through a third‑party platform and the use of sub‑advisors. The firm’s investment process combines fundamental and technical analysis and may include structured‑outcome (deep‑buffer) ETFs, commodities, selective international exposure, technology‑weighted allocations, and small allocations to ETFs that seek to track cryptocurrencies. For certain qualified clients ATX runs proprietary strategies that employ leveraged and inverse mutual funds/ETFs and are managed under a performance‑based fee arrangement; the brochure includes illustrative calculations and hypothetical performance examples to explain those strategies and fee mechanics. Distinctive features disclosed in the brochure include the firm’s use of performance‑based fees (with a stated hurdle and carried‑interest style allocation), published hypothetical performance illustrations, and affiliated business activities in legal and insurance services, all of which are identified as potential conflicts and are subject to disclosure and mitigation procedures. The firm’s combination of ERISA plan roles, held‑away account management, sub‑advisor use, and the atypical mix of performance fees and leveraged/inverse strategies sets it apart from many peers in this category.
To learn more about the advisors currently working at ATX Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 9
| |
Austin, TX
| 23
|
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