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President/cco · Planning Works Advisory, Inc.

Mikiel R. Featherston

CRD 1885948 · Named on Form ADV at one SEC-registered adviser

At a glance

Planning Works Advisory, Inc., an SEC-registered wealth manager based in Austin, TX with $200 million in regulatory assets, lists Mikiel R. Featherston on its Form ADV as President/cco, a control person.

Firms and roles

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Mikiel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mikiel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.