Timothy
Sittler
Planning Works Advisory, Inc
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About this Advisor
Timothy Sittler is a financial advisor based in Austin, Texas, working with Planning Works Advisory, Inc. Timothy has previously held positions at UBS Financial Services Inc, P1 Capital LLC, Calton & Associates, Inc, Waterloo Capital Management, LLC, and Planning Works Advisory, Inc. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Timothy is part of Planning Works Advisory, Inc, which operates out of Austin, Texas. The firm has 3 employees and manages assets totaling $146.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Planning Works Advisory, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Planning Works Advisory, Inc Brokerage Details
$146,072,304
3
583
$250,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Timothy Sittler Work History
Planning Works Advisory, Inc
Calton & Associates, Inc
Waterloo Capital Management, LLC
P1 Capital LLC
P1 Capital LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Timothy Sittler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Planning Works Advisory, Inc
Austin, TX
Austin, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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