Advisor at Plan Ahead Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Plan Ahead Financial Management, Inc.
Location
Abilene, TX 79605
Credentials
Series 65
Industry experience
10 years
Kyle Schnitman is a financial advisor at Plan Ahead Financial Management, Inc. in Abilene, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Plan Ahead, Inc. since 2008. Plan Ahead Financial Management manages approximately $66 million in discretionary assets for about 55 individual and high-net-worth clients. The firm offers tailored investment strategies combined with financial and insurance consulting, focusing on cash-flow management, retirement, estate planning, and may advise on securities and rental real estate at clients’ requests.
Based on Plan Ahead Financial Management, Inc.
Based on Plan Ahead Financial Management, Inc.
$0 - $1,000,000: 1.15% annually $1,000,001+: 0.57% annually
$300 per hour
200 Sayles Blvd
Abilene, TX 79605
Texas
Plan Ahead, Inc.
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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