Plan Ahead Financial Management, Inc.

Plan Ahead Financial Management, Inc. (CRD# 113492) is a financial advisory firm headquartered in Abilene, TX. They manage $54,577,617 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $839,656
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Plan Ahead Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kyle R. Schnitman
CRD#: 6113354
200 Sayles Blvd, Abilene, TX 79605

Kyle Schnitman (CRD# 6113354) is an Investment Advisor Representative working at Plan Ahead Financial Management, Inc. in Abilene, TX and has over 8 years of experience in the finance industry.

2
Paul R. Schnitman
CRD#: 703477
200 Sayles Blvd, Abilene, TX 79605

Paul Schnitman (CRD# 703477) is an Investment Advisor Representative working at Plan Ahead Financial Management, Inc. in Abilene, TX and has over 36 years of experience in the finance industry.

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