DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Mikiel Ray Featherston

Planning Works Advisory, Inc.independent RIAAustin, TxIA-onlyIAPD 1885948

Feed of 09/14/2026

Also filed as Mike Featherston

At current firm

4 y

since Apr 1, 2022

In the industry

37 y

since Jan 12, 1989 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Founder | CEOreportedplanningworksinc.comfirm site, Sep 16, 2026
Years, as the firm states: 40reportedplanningworksinc.com“With over 40 years of experience across tax, finance, insurance, and commercial real estate, Mikiel brings a deep and well-rounded understanding of financial planning.”
Business email: mikiel@planningworksinc.comreportedplanningworksinc.comfirm site, Sep 16, 2026
Professional profile: planningworksinc.com/team/mikiel-featherstonreportedplanningworksinc.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Planning Works Advisory, Inc. independent RIA current
since Apr 1, 2022 · Austin, Tx
Waterloo Capital independent RIA
Dec 14, 2017 to Apr 26, 2022 · Austin, Tx
Smart Money Group, LLC independent RIA
Aug 16, 2016 to Dec 6, 2017 · Austin, Tx
Vsr Advisory Services former
Feb 7, 2003 to Aug 15, 2016 · Austin, Tx
The Masters, Inc. unclassified
Jun 26, 2002 to Feb 7, 2003 · Austin, Tx

Moves

a registration end followed by a registration begin elsewhere

Waterloo Capital to Planning Works Advisory, Inc.
left Apr 26, 2022, registered Apr 1, 2022 (-25 days) · RIA to a newly registered adviser · moved with a team
Smart Money Group, LLC to Waterloo Capital
left Dec 6, 2017, registered Dec 14, 2017 (8 days) · Other
Vsr Advisory Services to Smart Money Group, LLC
left Aug 15, 2016, registered Aug 16, 2016 (1 days) · Other · moved with a team
The Masters, Inc. to Vsr Advisory Services
left Feb 7, 2003, registered Feb 7, 2003 (0 days) · corporate re-registration, not a move

Signals

Mikiel Ray Featherston left Waterloo Capital for Planning Works Advisory, Inc. (registered 2022-04-01)
Apr 26, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 37derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address