Brittany Schultz
Personal Money Planning · Wichita Falls, Texas
Brittany Schultz is a fee-only financial advisor at Personal Money Planning in Wichita Falls, Texas. Brittany charges hourly fees.
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Facts
| Firm | Personal Money Planning |
|---|---|
| Based in | Wichita Falls, Texas |
| Fee model | Hourly |
| Assets under management | $126.7M across 566 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 7678123 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.personalmoneyplanning.com |
| Profile |
How Brittany's firm compares
- Personal Money Planning's average account is about $224,000, from its Form ADV (assets managed divided by 566 accounts).
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Questions about Brittany
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : 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
- Personal Money Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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