Firm
Personal Money Planning
Wichita Falls, Texas
Fee-only
Personal Money Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 217 individual clients, 28 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 566 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Wichita Falls, Texas |
|---|---|
| Website | personalmoneyplanning.com |
| [email protected] | |
| Phone | (940) 692-6885 |
Personal Money Planning fees
Personal Money Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $127 million |
| Individual clients | 189 |
| High-net-worth clients | 28 |
| Accounts managed | 566 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-123694) |
| Financial planning | Offered |
| Form ADV filed | April 7, 2026 |
| SEC record | CRD 112178 |
Advisors at this firm (3)
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