Personal Money Planning, LLC
Personal Money Planning, LLC (CRD# 112178) is a financial advisory firm headquartered in Wichita Falls, TX. They manage $109,891,438 in 576 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Personal Money Planning, LLC
By the Numbers
-
Total Assets Under Management110MILLION
-
Total Number of Accounts576ACCOUNTS
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Average Account Value$190,784
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at Personal Money Planning, LLC
1
Michelle Kuehner (CRD# 5649910) is an Investment Advisor Representative working at Personal Money Planning, LLC in Wichita Falls, TX and has over 2 years of experience in the finance industry.
2
Gary Silverman (CRD# 2076354) is an Investment Advisor Representative working at Personal Money Planning, LLC in Wichita Falls, TX and has over 33 years of experience in the finance industry.
3
Brittany Schultz (CRD# 7678123) 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.
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