Mikiel Ray Featherston
Investment Adviser Representative at Planning Works Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mikiel Ray Featherston is an investment adviser representative with Planning Works Advisory, Inc. in Austin, TX, where they have been registered since 2022. They have worked in the securities industry since 1989 and have been registered with 5 firms, including Waterloo Capital and Smart Money Group, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Smart Money Group, LLCAug 2016 – Nov 2017Austin, TX
- Calton & Associates, Inc.Aug 2016 – Dec 2024Austin, TX
- Waterloo Capital ManagementDec 2017 – Mar 2022Austin, TX
- Planning Works Advisory, Inc.Nov 2021 – no end date reportedAustin, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Planning Works Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000 (waivable)
- Under $500,0001.85%
- Under $1.0 Million1.65%
- Under $2.5 Million1.40%
- Under $5.0 Million1.30%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment advice, and estate planning. Services include customizing investment portfolios, managing risk, and identifying and prioritizing clients' needs, goals, and aspirations to position financial resources appropriately.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Austin, TX
- SEC file number:
- 801-123012
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 18, 2026
View full firm profileOther advisors at Planning Works Advisory, Inc.
3 other advisors in the directory
Similar advisors in Austin, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mikiel Ray Featherston has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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