RIA Intelligence

ATX FINANCIAL PLANNING, LLC

CRD #311589 SEC #801-130875 AUSTIN, TX 512-693-4040
SEC Registered
Total AUM
$139.9M
Discretionary
$139.9M
Employees
4
Clients
0
Accounts
399

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 25, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MASSEY, RAYMOND, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MASSEY, RAYMOND, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MASSEY, RAYMOND, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MASSEY, RAYMOND, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MASSEY, RAYMOND, MICHAELICHIEF COMPLIANCE OFFICERNA Control
MASSEY, RAYMOND, MICHAELICHIEF COMPLIANCE OFFICERNA Control
THE ATX2020 BUSINESS TRUST UA DATED 10-15-2020DEOWNERE Control
THE ATX2020 BUSINESS TRUST UA DATED 10-15-2020DEOWNERE Control
THE ATX2020 BUSINESS TRUST UA DATED 10-15-2020DEOWNERE Control
THE ATX2020 BUSINESS TRUST UA DATED 10-15-2020DEOWNERE Control
THE ATX2020 BUSINESS TRUST UA DATED 10-15-2020DEOWNERE Control
THE ATX2020 BUSINESS TRUST UA DATED 10-15-2020DEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MASSEY, RAYMOND, MICHAELITHE ATX2020 BUSINESS TRUST UA DATED 10-15-2020F Control
MASSEY, RAYMOND, MICHAELITHE ATX2020 BUSINESS TRUST UA DATED 10-15-2020F Control
MASSEY, RAYMOND, MICHAELITHE ATX2020 BUSINESS TRUST UA DATED 10-15-2020F Control

Registrations

Federal

IA
Nov 25, 2025 REGISTERED

Notice Filings (3)

CO NE TX

Address

500 GRACE LANE
AUSTIN, TX 78746
United States
Phone: 512-693-4040