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
ChFC®, Series 63
Industry experience
20 years
Paul Schnitman is a ChFC® credentialed financial advisor with 20 years of industry experience. He has been with Plan Ahead Financial Management, Inc. since 1992, contributing to the firm’s services for over three decades. The firm manages approximately $66 million in discretionary assets for around 55 individual and high-net-worth clients, offering financial and insurance consulting as well as specialized hourly services. Plan Ahead Financial Management tailors investment strategies using technical and fundamental analysis, economic indicators, and third-party research, managing portfolios that include equities, bonds, mutual funds, conservative option strategies, and real estate on a discretionary basis with daily position monitoring.
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 Financial Management, Inc. (formerly Plan Ahead, Inc.)
1992 - Present (34 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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