Overview
Assets Under Management: $127 million
Headquarters: WICHITA FALLS, TX
High-Net-Worth Clients: 28
Average Client Assets: $2.0 million
Frequently Asked Questions
PERSONAL MONEY PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112178), PERSONAL MONEY PLANNING, LLC is subject to fiduciary duty under federal law.
PERSONAL MONEY PLANNING, LLC is headquartered in WICHITA FALLS, TX.
PERSONAL MONEY PLANNING, LLC serves 28 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, PERSONAL MONEY PLANNING, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PERSONAL MONEY PLANNING, LLC manages $127 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, PERSONAL MONEY PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.12%
Average Client Assets: $2.0 million
Total Client Accounts: 566
Discretionary Accounts: 566
Regulatory Filings
CRD Number: 112178
Filing ID: 2092474
Last Filing Date: 2026-04-07 14:19:18