Raymond Massey
Raymond Massey is a registered investment advisor at Atx Financial Planning, LLC, based in Austin, TX, with 23 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 155 clients with $140M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. For qualified clients investing in ATX Financial Planning’s proprietary strategies, ATX Financial Planning charges 2% annually, plus 20% of the annual portfolio performance above an 8% annualized hurdle rate.
Fee Estimator
Location
500 Grace Lane, Austin, TX, 78746
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is an attorney and owner of Mike Massey Law, spending about a quarter of his time on estate planning. He also sells fixed insurance products through Raymond Michael Massey, Sole Proprietor and Legalorian LLC dba The Portfolio Protection Store, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Atx Financial Planning, LLC
Previous Registrations
Legacy One Financial Advisors, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Fintegra, LLC
Fintegra, LLCBroker
Allianz Life Financial Services, LLCBroker
Curian Capital, LLC
Curian Clearing, LLCBroker
Jackson National Life Distributors LLCBroker
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.