# Brittany Schultz

> Brittany Schultz is a fee-only financial advisor at Personal Money Planning in Wichita Falls, Texas. Brittany charges hourly fees.

Page: https://find.wellspent.co/advisors/brittany-schultz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Personal Money Planning
- **Based in:** Wichita Falls, Texas
- **Fee model:** Hourly
- **Assets under management (firm):** $126.7M across 566 accounts
- **CRD:** 7678123 (https://adviserinfo.sec.gov/individual/summary/7678123)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.personalmoneyplanning.com

## Frequently asked questions

### Is Brittany Schultz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brittany holds no broker registration, and Personal Money Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brittany charge for financial advice?

Brittany charges hourly fees.

### Where is Brittany Schultz based?

Brittany Schultz is based in Wichita Falls, Texas.

### Is Brittany Schultz registered with the SEC?

Yes. Brittany Schultz is registered as an investment adviser representative in OK and TX (CRD 7678123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Personal Money Planning manage?

Personal Money Planning reports $126.7M across 566 accounts in assets under management.

### How do I contact Brittany Schultz?

Through Brittany's website, www.personalmoneyplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7678123): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.personalmoneyplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.