Dallan Maas
Dallan Maas is a registered investment advisor at Atx Financial Planning, LLC, based in Austin, TX, with 9 years of industry experience. Dallan 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
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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
Dallan is the Vice President of Maas Farming Corporation, a family farm, dedicating minimal time. He also owns a sole proprietorship leasing land from Maas Farming, spending a few hours per week. Dallan is also an insurance agent selling fixed insurance through Legalorian LLC, spending minimal time.
Employment History
Current Registrations
Atx Financial Planning, LLC
Previous Registrations
U.S. Capital Wealth Advisors, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
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.