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Brittany Nacole Schultz

PERSONAL MONEY PLANNING, LLC·WICHITA FALLS, Texas
Unclaimed Profile
4245 KEMP BLVD SUITE 1007, WICHITA FALLS, TX 76308-2822CRD# 7678123Firm CRD# 112178
01

About

Brittany Nacole Schultz is a registered financial advisor based in WICHITA FALLS, Texas, affiliated with PERSONAL MONEY PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PERSONAL MONEY PLANNING, LLC
PERSONAL MONEY PLANNING, LLC
AUM
$110M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PERSONAL MONEY PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7678123
Firm CRD# 112178
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brittany Nacole Schultz offer?
Brittany Nacole Schultz specializes in Financial Planning, Investment Management. Contact their office in WICHITA FALLS, Texas for a consultation.
What are Brittany Nacole Schultz's credentials?
Brittany Nacole Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittany Nacole Schultz located?
Brittany Nacole Schultz is based in WICHITA FALLS, Texas, working with PERSONAL MONEY PLANNING, LLC. Their office serves clients in the WICHITA FALLS metropolitan area and surrounding communities.
How does Brittany Nacole Schultz charge for services?
Brittany Nacole Schultz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL MONEY PLANNING, LLC?
PERSONAL MONEY PLANNING, LLC has approximately 5 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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