Advisor at Personal Money Planning, LLC
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Firm
Personal Money Planning, LLC
Location
Wichita Falls, TX 76308-2822
Credentials
Series 65
Industry experience
11 years
Michelle Kuehner is a financial advisor at Personal Money Planning, LLC with 11 years of industry experience. She holds the Series 65 designation and has been with Personal Money Planning since 2005. Personal Money Planning serves individual and high-net-worth clients, as well as trusts, estates, and small business owners. The firm offers fee-only financial planning, discretionary portfolio management, and hourly consulting, combining equity-focused mutual funds and ETFs with a growth model that can be hedged using options strategies and short-term fixed-income funds.
Based on Personal Money Planning, LLC
Based on Personal Money Planning, LLC
Estate planning services: $350 flat rate plus $250 per hour; Educational seminars: $0 to $250 per hour
$0 - $150,000: 1.55% annually $150,001 - $1,000,000: 0.80% annually $1,000,001 - $5,000,000: 0.55% annually $5,000,001+: 0.45% annually
Financial advisory services: $250 per hour; Administrative services: $50 per hour; Estate planning services: $350 flat rate plus $250 per hour
Fee-only: Fee-only financial planning and investment advisory firm
4245 Kemp Blvd Suite 1007
Wichita Falls, TX 76308-2822
Oklahoma · Texas
Personal Money Planning
2005 - Present (21 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.
Series 65
Wichita Falls, TX
Souther Capital Management L.L.C.
CFP®, Series 63
Wichita Falls, TX
Personal Money Planning, LLC
Series 63, Series 65
Wichita Falls, TX
Mercantile Investment Advisors
Series 65
Wichita Falls, TX
Mercantile Investment Advisors
Series 65
Wichita Falls, TX
Personal Money Planning, LLC
Series 65
Wichita Falls, TX
Sentry Management Inc
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