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).
Current Firm Details
Plan Ahead Financial Management, Inc.
By the Numbers
-
Total Assets Under Management55MILLION
-
Total Number of Accounts65ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Plan Ahead Financial Management, Inc.
1
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 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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.