ATX FINANCIAL PLANNING, LLC

CRD 311589File 801-130875

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$174.3M

Bottom 25% of cohort (national)

Discretionary AUM

$174.3M

Clients

210

490 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 7, 2024
Principal office: 500 GRACE LANE, AUSTIN, TX, 78746
Phone: 512-693-4040
Website: http://www.atxfinancialplanning.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $174.3M
Discretionary AUM: $174.3M
Non-discretionary AUM: $0
Discretionary accounts: 490
Non-discretionary accounts: 0
Total accounts: 490
AUM per client: $830K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$63
Charitable organizations	1	$1.2M
High net worth individuals	57	$120.1M
Pension and profit sharing plans	1	$6.3M
Individuals (other than high net worth individuals)	150	$46.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SUBSCRIPTION FEES - ONGOING FINANCIAL PLANNING
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	211	210
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.