Plan Ahead Financial Management, Inc.

Plan Ahead Financial Management, Inc. (CRD# 113492) is a financial advisory firm headquartered in Abilene, TX. They manage $57,595,491 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $570,252
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
  • 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 Plan Ahead Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul R. Schnitman
CRD#: 703477
400 Pine Street, Suite 1050, Abilene, TX 79601
96
Wealthminder
score

Paul Schnitman (CRD# 703477) is an Investment Advisor Representative working at Plan Ahead Financial Management, Inc. in Abilene, TX and has over 28 years of experience in the finance industry.

2
Kyle R. Schnitman
CRD#: 6113354
400 Pine Street, Suite 1050, Abilene, TX 79601
87
Wealthminder
score

Kyle Schnitman (CRD# 6113354) is an Investment Advisor Representative working at Plan Ahead Financial Management, Inc. in Abilene, TX and has 1 year of experience in the finance industry.

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