Applewhite Financial Planning, Pllc
Applewhite Financial Planning, Pllc (CRD# 169799) is a financial advisory firm headquartered in Dallas, TX. They manage $8,646,037 in 126 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts126ACCOUNTS
Average Account Value$68,619
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
MS, SC, TX
Joseph Applewhite (CRD# 5481528) is an Investment Advisor Representative working at Applewhite Financial Planning, Pllc in Dallas, TX and has over 9 years of experience in the finance industry.