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PERSONAL MONEY PLANNING, LLC
4245 Kemp Blvd Suite 1007
Wichita Falls, Texas 76308-2822
Tel: 940-692-6885
About PERSONAL MONEY PLANNING, LLC
PERSONAL MONEY PLANNING, LLC, formally registered with the SEC as PERSONAL MONEY PLANNING, LLC. The firm was established in 04/14/2022. They have over 1 offices throughout the country.
PERSONAL MONEY PLANNING, LLC is a Wichita Falls, Texas based Financial Planning firm with nearly $109,891,438 assets under management, offering retirement planning & investment advisory services to 576 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112178 |
| SEC# | 801-123694 |
| Assets Managed by Firm | $109,891,438 |
| No. of Clients | 576 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 576 | $109,891,438 |
| Individuals (other than high net worth individuals) | 188 | $55,333,832 |
| High net worth individuals | 31 | $54,557,606 |
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