Dallan Chris Maas
Investment adviser representative at Atx Financial Planning, LLC
10 yearsExperience
1 stateRegistered in
$174.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Legalorian LLC dba the Portfolio Protection StoreMay 2024 to now
- Atx Financial Planning, LLCJun 2023 to now
- U.S. Capital Wealth Advisors, LLCJun 2017 to Jun 2023
- Austin Financial PartnersSep 2016 to Jun 2017
- Commonwealth Financial NetworkSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Atx Financial Planning, LLC
$174.3MAssets managed
211Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6693861
- Firm CRD
- 311589