Active
PERSONAL MONEY PLANNING, LLC
Investment Advice|WICHITA FALLS, TX
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$115.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 115.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 112178 |
| SEC Number | 801-123694 |
| Street Address | 4245 KEMP BLVD SUITE 1007 |
| Location | WICHITA FALLS, TX 76308-2822 |
| Country | United States |
| Phone | 940-692-6885 |
| Fax | 888-682-2129 |
| Total Employees | 5 |
Client Count by Type (216 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 186 |
| High Net Worth Individual… | 30 |
Community Partners
CITY OF ARCHER CITY
CITY OF HOLLIDAY
CITY OF LAKESIDE CITY
CITY OF WICHITA FALLS
COUNTY OF ARCHER
COUNTY OF WICHITA
TOWN OF MEGARGEL
TOWN OF SCOTLAND
TOWN OF WINDTHORST
CITY OF ARCHER CITY
CITY OF HOLLIDAY
CITY OF LAKESIDE CITY
CITY OF WICHITA FALLS
COUNTY OF ARCHER
COUNTY OF WICHITA
TOWN OF MEGARGEL
TOWN OF SCOTLAND
TOWN OF WINDTHORST
CITY OF ARCHER CITY
CITY OF HOLLIDAY
CITY OF LAKESIDE CITY
CITY OF WICHITA FALLS
COUNTY OF ARCHER
COUNTY OF WICHITA
TOWN OF MEGARGEL
TOWN OF SCOTLAND
TOWN OF WINDTHORST
Municipal Government
9 Active
9
Organizations
ARCHER CITY HOUSING AUTHORITY
ARCHER COUNTY MUNICIPAL UTILITY DISTRICT 1
HELEN FARABEE REGIONAL MHMR CENTERS
NORTEX HOUSING FINANCE CORPORATION
RED RIVER AUTHORITY OF TEXAS
UNIVERSITY PARK NURSING & REHABILITATION
ARCHER CITY HOUSING AUTHORITY
ARCHER COUNTY MUNICIPAL UTILITY DISTRICT 1
HELEN FARABEE REGIONAL MHMR CENTERS
NORTEX HOUSING FINANCE CORPORATION
RED RIVER AUTHORITY OF TEXAS
UNIVERSITY PARK NURSING & REHABILITATION
ARCHER CITY HOUSING AUTHORITY
ARCHER COUNTY MUNICIPAL UTILITY DISTRICT 1
HELEN FARABEE REGIONAL MHMR CENTERS
NORTEX HOUSING FINANCE CORPORATION
RED RIVER AUTHORITY OF TEXAS
UNIVERSITY PARK NURSING & REHABILITATION
Special District
6 Active
6
Organizations
ARCHER CITY IND SCH DIST 901
HOLLIDAY IND SCH DIST 902
WINDTHORST IND SCH DIST 904
ARCHER CITY IND SCH DIST 901
HOLLIDAY IND SCH DIST 902
WINDTHORST IND SCH DIST 904
ARCHER CITY IND SCH DIST 901
HOLLIDAY IND SCH DIST 902
WINDTHORST IND SCH DIST 904
School District
3 Active
3
Organizations
38022 BURKBURNETT
4 KIDS SAKE OF WICHITA FALLS
57TH ALUMNI ASSOCIATION
5PLUS2
ABOUNDING WATERS MINISTRIES
ACJLS Inc
ACTION AGAINST OPIOIDS
ADVENTURERS RESPITE
AFRICA FAMILY RESCUE
AIDS CIRCLE OF HOPE OF NORTH CENTRAL TEXAS
AIRASE ACADEMY
ALCOHOLICS ANONYMOUS
ALL HANDS CULTURAL COMMUNITY CENTER
Allow Us Incorporated
ALLRED CHAPEL PROJECT
ALL SAINTS FOUNDATION OF WICHITA FALLS
ALPHA KAPPA ALPHA SORORITY INC
ALPHA KAPPA ALPHA SORORITY INC
ALTRUSA INTERNATIONAL INC
ALTRUSA INTERNATIONAL INC OF WITCHITA FALLS TEXAS FOUNDATION
38022 BURKBURNETT
4 KIDS SAKE OF WICHITA FALLS
57TH ALUMNI ASSOCIATION
5PLUS2
ABOUNDING WATERS MINISTRIES
ACJLS Inc
ACTION AGAINST OPIOIDS
ADVENTURERS RESPITE
AFRICA FAMILY RESCUE
AIDS CIRCLE OF HOPE OF NORTH CENTRAL TEXAS
AIRASE ACADEMY
ALCOHOLICS ANONYMOUS
ALL HANDS CULTURAL COMMUNITY CENTER
Allow Us Incorporated
ALLRED CHAPEL PROJECT
ALL SAINTS FOUNDATION OF WICHITA FALLS
ALPHA KAPPA ALPHA SORORITY INC
ALPHA KAPPA ALPHA SORORITY INC
ALTRUSA INTERNATIONAL INC
ALTRUSA INTERNATIONAL INC OF WITCHITA FALLS TEXAS FOUNDATION
38022 BURKBURNETT
4 KIDS SAKE OF WICHITA FALLS
57TH ALUMNI ASSOCIATION
5PLUS2
ABOUNDING WATERS MINISTRIES
ACJLS Inc
ACTION AGAINST OPIOIDS
ADVENTURERS RESPITE
AFRICA FAMILY RESCUE
AIDS CIRCLE OF HOPE OF NORTH CENTRAL TEXAS
AIRASE ACADEMY
ALCOHOLICS ANONYMOUS
ALL HANDS CULTURAL COMMUNITY CENTER
Allow Us Incorporated
ALLRED CHAPEL PROJECT
ALL SAINTS FOUNDATION OF WICHITA FALLS
ALPHA KAPPA ALPHA SORORITY INC
ALPHA KAPPA ALPHA SORORITY INC
ALTRUSA INTERNATIONAL INC
ALTRUSA INTERNATIONAL INC OF WITCHITA FALLS TEXAS FOUNDATION
Nonprofit Organization
712 Active
712
Organizations
Community Partners68 organizations
CITY OF ARCHER CITY
Municipal Government·ARCHER CITY
CITY OF HOLLIDAY
Municipal Government·HOLLIDAY
CITY OF LAKESIDE CITY
Municipal Government·WICHITA FALLS
CITY OF WICHITA FALLS
Municipal Government·WICHITA FALLS
COUNTY OF WICHITA
Municipal Government·WICHITA FALLS
TOWN OF MEGARGEL
Municipal Government·MEGARGEL
TOWN OF SCOTLAND
Municipal Government·SCOTLAND
TOWN OF WINDTHORST
Municipal Government·WINDTHORST
ARCHER CITY HOUSING AUTHORITY
Special District·ARCHER CITY
ARCHER COUNTY MUNICIPAL UTILITY DISTRICT 1
Special District·WICHITA FALLS
UNIVERSITY PARK NURSING & REHABILITATION
Special District·WICHITA FALLS
38022 BURKBURNETT
Nonprofit Organization·WICHITA FALLS
4 KIDS SAKE OF WICHITA FALLS
Nonprofit Organization·WICHITA FALLS
57TH ALUMNI ASSOCIATION
Nonprofit Organization·Wichita Falls
5PLUS2
Nonprofit Organization·Wichita Falls
ABOUNDING WATERS MINISTRIES
Nonprofit Organization·Wichita Falls
ACJLS Inc
Nonprofit Organization·Archer City
ACTION AGAINST OPIOIDS
Nonprofit Organization·WICHITA FALLS
ADVENTURERS RESPITE
Nonprofit Organization·WICHITA FALLS
AFRICA FAMILY RESCUE
Nonprofit Organization·WICHITA FALLS
AIDS CIRCLE OF HOPE OF NORTH CENTRAL TEXAS
Nonprofit Organization·Wichita Falls
AIRASE ACADEMY
Nonprofit Organization·Wichita Falls
ALCOHOLICS ANONYMOUS
Nonprofit Organization·Wichita Falls
ALL HANDS CULTURAL COMMUNITY CENTER
Nonprofit Organization·Wichita Falls
Allow Us Incorporated
Nonprofit Organization·Wichita Falls
ALLRED CHAPEL PROJECT
Nonprofit Organization·Wichita Falls
ALL SAINTS FOUNDATION OF WICHITA FALLS
Nonprofit Organization·Wichita Falls
ALPHA KAPPA ALPHA SORORITY INC
Nonprofit Organization·Wichita Falls
ALPHA KAPPA ALPHA SORORITY INC
Nonprofit Organization·Wichita Falls
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·WICHITA FALLS
ALTRUSA INTERNATIONAL INC OF WITCHITA FALLS TEXAS FOUNDATION
Nonprofit Organization·WICHITA FALLS
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·WICHITA FALLS
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Wichita Falls
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·Wichita Falls
AMERICAN COUNCIL OF THE BLIND OF TEXAS INC
Nonprofit Organization·Wichita Falls
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Wichita Falls
AMERICAN GUILD OF ORGANISTS
Nonprofit Organization·Wichita Falls
AMERICAN LEGION
Nonprofit Organization·Archer City
AMERICAN LEGION
Nonprofit Organization·Wichita Falls
AMERICAN LEGION
Nonprofit Organization·Wichita Falls
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Archer City
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Wichita Falls
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Wichita Falls
AMERICAN LEGION AUXILLIARY DEPARTMENT OF TEXAS
Nonprofit Organization·WICHITA FALLS
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·WICHITA FALLS
AMERICAN SOCIETY OF RADIOLOGIC TECHNOLOGISTS
Nonprofit Organization·Wichita Falls
AMERICAN VOLKSSPORT ASSOCIATION INC
Nonprofit Organization·Wichita Falls
ANAG INC
Nonprofit Organization·ARCHER CITY
ANCIENT ARABIC ORDER OF THE NOBLES OF THE MYSTIC SHRINE OF NA
Nonprofit Organization·Wichita Falls
ANCIENT FREE & ACCEPTED MASONS OF TEXAS
Nonprofit Organization·Archer City
ANCIENT FREE & ACCEPTED MASONS OF TEXAS
Nonprofit Organization·Wichita Falls
ANCIENT FREE & ACCEPTED MASONS OF TEXAS
Nonprofit Organization·WICHITA FALLS
ANCIENT FREE & ACCEPTED MASONS OF TEXAS
Nonprofit Organization·Wichita Falls
ANCIENT FREE & ACCEPTED MASONS OF TEXAS
Nonprofit Organization·Wichita Falls
ANCILLARY SERVICES SOUTHWEST CORPORATION
Nonprofit Organization·WICHITA FALLS
ANTHONIE YORK UNASHAMED MINISTRIES
Nonprofit Organization·WICHITA FALLS
ARCHER AG LEADERS
Nonprofit Organization·Archer City
ARCHER CITY CEMETERY FOUNDATION
Nonprofit Organization·Archer City
ARCHER CITY WRITERS WORKSHOP
Nonprofit Organization·WICHITA FALLS
ARCHER COUNTY EMERGENCY SERVICES ASSOCIATION
Nonprofit Organization·Archer City
ARCHER COUNTY FARM BUREAU
Nonprofit Organization·ARCHER CITY