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Personal Money Planning

EST. AUM
$126,734,464

CONTACTS
3

CLIENT ACCOUNTS
566

Firm Details

Metro area Dallas
CRD Number 112178
Website personalmoneyplanning.com
Client types

Overview

Personal Money Planning is a Texas and Oklahoma State Securities Board Registered Investment Advisor providing Financial Planning and Investment Management services. The firm is located in Wichita Falls, Texas. It works with individuals, families, and businesses, to help them determine and achieve their financial goals. Personal Money Planning does not just tell clients what to do; it takes the mystery out of financial planning and investments. Its clear recommendations will show clients how they can reach their goals and perhaps achieve their dreams. Being a Fee-Only firm, clients can rest assured that the firm is not making its recommendations based on how much commission it is going to earn or a trip it is trying to win. Its only compensation comes from the client. No gimmicks, no kickbacks from a company or product it recommends.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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