Planning Works
Planning Works is an Austin, Texas-based registered investment adviser founded in 1999 providing fee-based wealth strategy, retirement, estate, and investment advisory services to individual investors and high net worth clients across U.S. states where registered.
- Company typePrivate
- Founded1999
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Planning Works does
Planning Works is a privately held wealth management and financial advisory firm founded in 1999 and headquartered in Austin, Texas. Operating under the legal entity Planning Works Advisory, Inc., the firm is a registered investment adviser providing fee-based wealth strategy, retirement planning, and investment advisory services to individual investors and high net worth clients. Its service portfolio spans financial planning, investment advice, estate planning, asset management, business planning, risk management, retirement planning, and tax-efficient investing, supplemented by a Second Opinion service and a 'Your Portfolio — Your Speed' flexible advisory approach. The offering is delivered through a consultative, sales-led process that begins with an initial conversation to identify client needs, goals, and aspirations, with the firm serving clients in U.S. states where it is registered to provide investment advisory services.
The firm is led by Founder/CEO Mikiel Featherston, COO Renee C. Harvey, Director of Operations and Marketing Lindsey McCasland, and Principal/Director of Wealth Advisory Tim Sittler (CFP®, CAIA). Distribution is direct-to-client through scheduled consultations and the firm maintains a Learning Center resource hub — including articles, calculators, and a 'Retire Happy' ebook — that functions as a top-of-funnel content marketing channel for prospect engagement. The firm also demonstrates regulatory discipline through SEC registered investment adviser status (Form ADV and Form CRS disclosures) and CCPA privacy compliance.
The business model is fee-based recurring advisory revenue billed annually, with specific fee schedules not publicly disclosed. Planning Works does not operate as a technology platform; its core product is human-delivered financial advice backed by regulatory registration, a credentialed advisory team, and a long-tenured client relationship model. The firm shows no external institutional investors, no PE/VC backing, and no parent company ownership, indicating independent founder-led ownership.
Planning Works firmographics
Firmographics- Name
- Planning Works
- Legal name
- Planning Works Advisory, Inc.
- Website
- https://planningworks.biz
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Planning Works is an Austin, Texas-based registered investment adviser founded in 1999 providing fee-based wealth strategy, retirement, estate, and investment advisory services to individual investors and high net worth clients across U.S. states where registered.
- Ownership category
- akta.pro rank
Planning Works industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Estate & Legacy Planning Advisory (FSAEAAAG), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Planning Works is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Planning Works business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: Fee-based investment advisory services provided through Planning Works Advisory, Inc., a registered investment adviser. The firm provides personalized financial planning, asset management, risk management, estate planning, and retirement planning services on a fee basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-based advisory services - contact for details |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Planning Works product offering
Product offeringCore offering
Planning Works is a wealth strategy group that provides personalized financial planning, investment advisory, retirement planning, estate planning, asset management, business planning, risk management, and tax-efficient investing services to individuals and business owners. Advisory services are delivered by Planning Works Advisory, Inc., a registered investment adviser, on a fee-based, consultative basis starting with an initial client conversation to identify needs, goals, and aspirations.
Product overview
Planning Works is a wealth strategy group offering a comprehensive suite of financial advisory services delivered as integrated service offerings rather than a software product platform. The core portfolio includes Financial Planning, Investment Advice, Estate Planning, Asset Management, Business Planning, Risk Management, Retirement Planning, and Tax Efficient Investing, supported by specialized services like Second Opinion and the Your Portfolio-Your Speed approach. These services are complemented by a Learning Center resource hub with educational content and tools. The firm operates on a process-oriented approach emphasizing personalized consultation, prudent planning, tailored investments, and risk management.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service providing solutions for every stage of life and business, beginning with a structured conversation to identify and prioritize client needs, goals, and aspirations, and positioning financial resources appropriately for the client's unique circumstances. For individual investors, households, and business owners.
- Investment Advice Personalized investment advisory service offering customized investment portfolios tailored to the client's unique needs, account types, and tax situations. For discerning individual investors.
- Asset Management Professional asset management service positioning financial resources appropriately for each client's unique financial circumstances. For individual investors and households.
- Estate Planning Estate planning service designed to preserve a legacy by managing assets and planning for wealth transfer. For individuals and families seeking legacy preservation.
- Retirement Planning Retirement planning service providing guidance on retirement savings strategies and preparation for retirement lifestyle, including avoidance of common retirement mistakes. For individuals approaching or in retirement.
- Tax Efficient Investing Tax-efficient investing strategies designed to minimize tax liability and maximize investment returns. For investors with taxable accounts and complex tax situations.
- Risk Management Comprehensive risk management service recognizing gaps and blind spots in financial plans beyond portfolio risk, evaluating and proposing solutions. For clients needing holistic risk review.
- Business Planning Strategic business planning service addressing the financial needs and goals of business owners and entrepreneurs, integrated with personal wealth planning. For business owners and entrepreneurs.
- Second Opinion Service Independent review service allowing clients to obtain a second opinion on their existing financial plans and investment strategies. For prospects evaluating a switch or validating current plans.
Companies that use Planning Works
Customer profileSegments1 record
Ideal customer profiles2 records
Planning Works technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Planning Works partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
Planning Works competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Services: Edelman Financial is a large national RIA offering financial planning, investment management, and retirement income strategies to individuals. It addresses the same holistic wealth planning needs as Planning Works but with national brand reach and significantly larger scale.
- Creative Planning: Creative Planning is one of the largest U.S. RIAs offering comprehensive wealth management, estate, retirement, and tax planning to individuals and business owners. It overlaps Planning Works' full-suite planning model at substantially greater scale.
- Mariner Wealth Advisors: Mariner is a large national RIA providing comprehensive financial planning, investment management, and family office services to HNW individuals. It competes for the same affluent clientele as Planning Works but at significantly greater breadth and scale.
- Fisher Investments: Fisher Investments is a large RIA primarily focused on discretionary portfolio management for HNW individuals and institutions. It competes with Planning Works for the same affluent investor segment, though its emphasis is on investment management rather than comprehensive planning.
Emerging players
- Betterment: Betterment is a leading robo-advisor and digital RIA offering automated investment management plus access to CFPs for planning. It targets the same underlying mass-affluent and HNW retail investor segment that Planning Works serves, with a lower-cost, technology-led delivery model.
- Personal Capital (Empower): Personal Capital — now part of Empower Retirement — is a hybrid digital RIA combining automated dashboards with human advisors for HNW clients. It competes directly with Planning Works for affluent investors seeking integrated planning plus investment management.
Direct peers
- Carson Group: Carson Group is a comprehensive financial planning and wealth management firm serving individual investors through advisor partners. It is directly comparable to Planning Works in offering integrated planning, investment, and retirement services to households and business owners.
- Facet Wealth: Facet is a flat-fee, financial planning-focused digital RIA serving mass-affluent and HNW individuals with CFP-led advice. It targets the same customer segment as Planning Works with an integrated financial planning and investment offering.
- Buckingham Strategic Wealth: Buckingham is a financial planning-led, fee-only RIA offering comprehensive wealth management to individuals and families. Its planning-first, evidence-based approach and similar client profile make it a close direct peer to Planning Works.
Others
- Charles Schwab Advisor Services: Schwab Advisor Services provides custody, technology, and back-office infrastructure to independent RIAs including firms of Planning Works' profile. While not a direct competitor, it is an ecosystem enabler and indirect competitor through Schwab's own advisory offerings and referral relationships.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Planning Works social profiles
Digital presencePlanning Works compliance and trust
Trust signalCompliance2 records
Planning Works financial estimates
Financial estimateRevenue estimate
Valuation estimate
Planning Works leadership team
Management profileNumber of profiles
Profiles4 records
Planning Works funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Planning Works M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Planning Works
What does Planning Works do?
Planning Works is a wealth strategy group that provides personalized financial planning, investment advisory, retirement planning, estate planning, asset management, business planning, risk management, and tax-efficient investing services to individuals and business owners. Advisory services are delivered by Planning Works Advisory, Inc., a registered investment adviser, on a fee-based, consultative basis starting with an initial client conversation to identify needs, goals, and aspirations.
Is Planning Works a public or private company?
Planning Works is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Planning Works founded?
Planning Works was founded in 1999. It employs 1 to 10 people.
Where is Planning Works based?
Planning Works is headquartered in Austin, United States, in the North America region.
How does Planning Works make money?
One revenue line is on record: investment Advisory Services.
Who are Planning Works's main competitors?
Broad incumbents on record are Edelman Financial Services, Creative Planning, Mariner Wealth Advisors and Fisher Investments. Emerging players are Betterment and Personal Capital (Empower). Direct peers are Carson Group, Facet Wealth and Buckingham Strategic Wealth. Charles Schwab Advisor Services is listed as an others.
Does Planning Works have an API?
No public API is recorded for Planning Works.
What industry is Planning Works in?
Planning Works's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.