Planning Works Advisory, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Hourly fees (not to exceed $500 per hour) will be estimated based on the complexity and level of service provided on a case by case basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Planning Works Advisory, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The firm may also at its discretion impose separate fees for additional advisory or planning services provided, but such fees will be disclosed in advance.”
• “Fees are generally calculated and charged quarterly in advance based on the quarter ending balance of assets under management at the end of the preceding quarter (i.e. the beginning of the service quarter).”
• “Any payments made in advance will be prorated and any unearned portion will be refunded to the client subject to the notice provision above.”

How Planning Works Advisory, Inc.’s fees compare

• Its hourly rate of $500 is above the Texas median of $275. 87% of the 468 other Texas planners that publish an hourly rate charge less.
• 46 of the 57 other planners in Austin that publish an hourly rate charge less.

About Planning Works Advisory, Inc.

• Firm size: 4 employees.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

129

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$199,834,857

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

317834

Website

planningworksinc.com (opens in new tab)

Phone

(512) 498-7526

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