Planning Works
Financial Services • 
Austin, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 7719 Wood Hollow Drive, Suite 216, Austin, TX 78731, US |
| Phone number | +15124987526 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Retirement Planning, Financial Planning, Investment Advisory |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at Planning Works
Mikiel Featherston
Founder/CEO
Planning Works Email Formats
Planning Works uses 2 email formats. The most common is {first initial} (e.g., j@planningworksinc.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@planningworksinc.com | 66.7% |
{first name} | john@planningworksinc.com | 33.3% |
About Planning Works
Planning Works Inc. delivers personalized investment advice through an extensive financial planning and investment strategy process designed to help clients assess their current financial situation, analyze their life goals and implement sound, long-term strategies. Disclosure: Investment advisory services provided by Planning Works Advisory, Inc., a registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory or are exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for information purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances. Some affiliated persons are also licensed to offer insurance products in various states.
Planning Works revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Planning Works has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Planning Works has never raised funding before.
Planning Works Tech Stack
Discover the technologies and tools that power Planning Works's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Portugal
United Kingdom
Frequently asked questions
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