Personal Money Planning, LLC
Personal Money Planning, LLC (CRD# 112178) is a financial advisory firm headquartered in Wichita Falls, TX. They manage $75,084,775 in 476 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management75MILLION
Total Number of Accounts476ACCOUNTS
Average Account Value$157,741
- 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
- Educational seminars/workshops
Gary Silverman (CRD# 2076354) is an Investment Advisor Representative working at Personal Money Planning, LLC in Wichita Falls, TX and has over 27 years of experience in the finance industry. Gary Silverman 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.
Danella Organ (CRD# 6788189) is an Investment Advisor Representative working at Personal Money Planning, LLC in Wichita Falls, TX and has 1 year of experience in the finance industry.