PERSONAL MONEY PLANNING, LLC

WICHITA FALLS, Texas·3 registered advisors·CRD# 112178
SEC# 801-1236940940-692-6885
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PERSONAL MONEY PLANNING, LLC

3 registered advisors
Brittany Nacole Schultz
WICHITA FALLS, Texas
Gary William Silverman
WICHITA FALLS, Texas
Michelle J Kuehner
WICHITA FALLS, Texas
05

Office Locations

WICHITA FALLS, Texas
3 advisors

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Data sourced from SEC Form ADV filings. PERSONAL MONEY PLANNING, LLC (CRD# 112178) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.