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512-498-7526

operations@planningworksinc.com

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7719 Wood Hollow Drive Suite 216

Austin, TX 78731

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Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser.
Investment advisory services offered through Planning Works Advisory Inc., a Registered Investment Adviser.
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PWA Form CRS (March 2022)
PWA Form ADV Firm Brochure (September 2023)
Calton Form CRS