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ATX Portfolio Advisors®

ATX Portfolio Advisors® is an independent fee-only financial planning and registered investment advisor firm located in Austin, TX. We provide comprehensive and objective advice and wealth management to business owners, executives, and affluent professionals to organize, grow, and protect their wealth. We operate under a fiduciary standard of care to our clients.

We work with clients either on an hourly basis or on a "Fee-Only (When You're Up)" asset based approach we call Accountable Wealth Management.

 

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Jeff Weeks, CFP®
NAPFA-Registered Financial Advisor
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

500 N Capital of Texas Hwy Bldg 8-100 Austin, TX 78746 Phone: (512) 537-5955

Primary Office

500 N Capital of Texas Hwy Bldg 8-100 Austin, TX 78746 Phone: (512) 537-5955
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