Clintsman Financial Planning

Clintsman Financial Planning (CRD# 120293) is a financial advisory firm headquartered in Southlake, TX. They manage $225,270,584 in 907 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $248,369
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

TX

Financial Advisors at Clintsman Financial Planning
Showing 1 - 5 of 5 top financial advisors.
1
Randall S. Crimmings
CRD#: 4024227
660 N. Carroll Ave, Suite 140, Southlake, TX 76092
96
Wealthminder
score

Randall Crimmings (CRD# 4024227) is an Investment Advisor Representative working at Clintsman Financial Planning in Southlake, TX and has over 17 years of experience in the finance industry. Randall Crimmings has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel R. Mauck
CRD#: 2670577
660 N. Carroll Ave, Suite 140, Southlake, TX 76092
96
Wealthminder
score

Daniel Mauck (CRD# 2670577) is an Investment Advisor Representative working at Clintsman Financial Planning in Southlake, TX and has over 17 years of experience in the finance industry. Daniel Mauck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kyle C. Imhof
CRD#: 6022800
660 N. Carroll Ave, Suite 140, Southlake, TX 76092
90
Wealthminder
score

Kyle Imhof (CRD# 6022800) is an Investment Advisor Representative working at Clintsman Financial Planning in Southlake, TX and has over 5 years of experience in the finance industry.

4
Zachary C. Reyes
CRD#: 6049447
660 N. Carroll Ave, Suite 140, Southlake, TX 76092
90
Wealthminder
score

Zachary Reyes (CRD# 6049447) is an Investment Advisor Representative working at Clintsman Financial Planning in Southlake, TX and has over 5 years of experience in the finance industry.

5
Amanda N. Sessler
CRD#: 5217746
660 N. Carroll Ave, Suite 140, Southlake, TX 76092
90
Wealthminder
score

Amanda Sessler (CRD# 5217746) is an Investment Advisor Representative working at Clintsman Financial Planning in Southlake, TX and has 1 year of experience in the finance industry. Amanda Sessler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.