Mikiel Featherston
Mikiel Featherston is a registered investment advisor at Planning Works Advisory, INC., based in Austin, TX, with 37 years of industry experience. Mikiel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 129 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.5M | 1.40% |
| $2.5M - $5.0M | 1.30% |
| $5.0M - $7.5M | 1.20% |
| $7.5M - $10.0M | 1.10% |
| $10M+ | 0.90% |
Fee Estimator
Location
7719 Wood Hollow Drive, Ste 216, Austin, TX, 78731
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Mikiel is an independent insurance agent and sole proprietor of Featherston Consulting, a business financial management, transition, and employee benefit consulting firm. He also owns Planning Works, Inc. for accounting and tax purposes, and the DBA "PlanningWork$" for marketing.
Employment History
Current Registrations
Planning Works Advisory, INC.
Previous Registrations
Waterloo Capital
Smart Money Group, LLC
Calton & Associates, INC.Broker
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Rushmore Securities CorporationBroker
New England SecuritiesBroker
Princor Financial Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.