ATX Portfolio Advisors is an independent, fee-only financial planning and registered investment advisory firm based in Austin, Texas. Founded by Jeff Weeks, CFP®, the firm serves business owners, executives, and affluent professionals seeking help organizing, growing, and protecting their wealth. It operates under a fiduciary standard and emphasizes transparent advice, personalized service, and putting clients’ interests first.

The firm provides comprehensive financial planning, including financial statement analysis, insurance and risk management, employee benefits, investment and tax planning, retirement, and estate planning. Its wealth management services include portfolio construction, investment management, and regular rebalancing. Portfolios use an evidence-based approach that invests broadly while tilting toward factors such as company size, relative price, and profitability; the firm primarily uses Dimensional Fund Advisors in its Accountable Portfolios.

ATX Portfolio Advisors offers flexible pricing, including a “Fee-Only (When You’re Up)” option under which the advisory fee is waived when an account’s value falls below its previous quarter-end level. Client accounts are held with third-party custodians and include reporting and online access.