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).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $68,619
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MS, SC, TX

Financial Advisors at Applewhite Financial Planning, Pllc
Showing 1 - 1 of 1 top financial advisors.
1
Joseph P. Applewhite
CRD#: 5481528
5430 Lbj Freeway, Suite 1200, Dallas, TX 75240
93
Wealthminder
score

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.

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