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PERSONAL MONEY PLANNING, LLC

Tel: 940-692-6885
4245 Kemp Blvd Suite 1007
Wichita Falls, Texas  76308-2822

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PERSONAL MONEY PLANNING, LLC

PERSONAL MONEY PLANNING, LLC is a Wichita Falls, Texas based financial advisory firm with nearly $109,891,438 in assets under management and provides investment advisory services for 576 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

112178

SEC#:

801-123694

No. of Clients:

576

Assets under Management

$109,891,438

No. of Advisors:

5

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