Paul Schnitman
Plan Ahead Financial Management · Abilene, Texas
Paul Schnitman is a fee-only financial advisor at Plan Ahead Financial Management in Abilene, Texas, who holds the ChFC credential. Plan Ahead Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Plan Ahead Financial Management |
|---|---|
| Based in | Abilene, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $66.4M across 58 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 703477 |
| Exams passed | Series 63 (1988) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.planaheadinc.com |
How Paul's firm compares
- Plan Ahead Financial Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Paul
Is Paul Schnitman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Plan Ahead Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Plan Ahead Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Paul Schnitman based?
Paul Schnitman is based in Abilene, Texas.
What credentials does Paul Schnitman hold?
Paul Schnitman holds the ChFC credential.
Is Paul Schnitman registered with the SEC?
Yes. Paul Schnitman is registered as an investment adviser representative in TX (CRD 703477), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Plan Ahead Financial Management manage?
Plan Ahead Financial Management reports $66.4M across 58 accounts in assets under management.
How do I contact Paul Schnitman?
Through Paul's website, www.planaheadinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Abilene
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
- 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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