Firm
Plan Ahead Financial Management
Abilene, Texas
Fee-only
Plan Ahead Financial Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 55 individual clients, 27 of them high net worth.
- Its average account is about $1.1 million (assets it manages divided by its 58 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Abilene, Texas |
|---|---|
| Website | planaheadinc.com |
| Phone | (325) 672-7212 |
Plan Ahead Financial Management fees
Plan Ahead Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 |
|---|---|
| Assets managed | $66 million |
| Individual clients | 28 |
| High-net-worth clients | 27 |
| Accounts managed | 58 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-58254) |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 113492 |
Advisors at this firm (2)
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