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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
T•••••• C•••••• S••••••
- Title
- Principal | Director of Wealth Advisoryreportedplanningworksinc.comfirm site, Sep 16, 2026
- Designations
- CFP, CAIAreportedplanningworksinc.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Tim, a Principal at Planning Works, Inc. since 2020, joined the firm in 2018.”reportedplanningworksinc.comthe sentence on the bio page
- Professional profile
- planningworksinc.com/team/tim-sittler-cfp-caiareportedplanningworksinc.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.
- P••••••• W•••• A•••••••• I••• independent RIA currentsince Mar 31, 2022 · Austin, Tx
- W••••••• C•••••• independent RIANov 28, 2018 to Apr 26, 2022 · Austin, Tx
- C••••• • A••••••••• I••• independent RIAApr 30, 2018 to Nov 28, 2018 · Austin, Tx
- P• C•••••• L•• unclassifiedNov 1, 2017 to Apr 9, 2018 · Austin, Tx
- U•• F•••••••• S••••••• I••• wirehouseNov 28, 2008 to Mar 9, 2017 · Austin, Tx
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Dec 2, 2008 · Austin, Tx
- M••••• S•••••• D• I••• unclassifiedJan 18, 2006 to Apr 2, 2007 · Austin, Tx
- W••••••• C•••••• to P••••••• W•••• A•••••••• I•••left Apr 26, 2022, registered Mar 31, 2022 (-26 days) · RIA to a newly registered adviser · moved with a team
- C••••• • A••••••••• I••• to W••••••• C••••••left Nov 28, 2018, registered Nov 28, 2018 (0 days) · RIA to RIA
- P• C•••••• L•• to C••••• • A••••••••• I•••left Apr 9, 2018, registered Apr 30, 2018 (21 days) · Other
- U•• F•••••••• S••••••• I••• to P• C•••••• L••left Mar 9, 2017, registered Nov 1, 2017 (237 days) · Other
- M••••• S•••••• • C•• L•• to U•• F•••••••• S••••••• I•••left Dec 2, 2008, registered Nov 28, 2008 (-4 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- T•••••• C•••••• S•••••• left W••••••• C•••••• for P••••••• W•••• A•••••••• I••• (registered 2022-03-31)Apr 26, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address