Personal Money Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$126,734,464
Total clients
217
13% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
72
Average account size
$584,030
About
Personal Money Planning, LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients through ongoing portfolio management, financial planning, and hourly consulting. The firm manages roughly $127 million for about 217 clients and offers both continuous investment oversight and standalone planning engagements covering retirement and college funding.
Portfolios are customized using a multi‑sleeve approach (growth, reserve, and bond allocations) that combines fundamental research with tactical rebalancing and occasional hedging or derivative strategies; the firm generally prefers to begin client relationships with a planning process before layering investment management. Investment decisions are implemented with discretionary authority for most clients, and the firm monitors accounts periodically with rebalancing and adjustments tied to changes in objectives or market conditions.
Compared with many peers, the firm makes available occasional educational seminars and workshops for clients and the public, a relatively uncommon service among similarly sized advisers. It also blends ongoing asset management with hourly and flat‑rate planning offerings and staffs multiple advisors who hold advanced planning and fiduciary‑oriented credentials, which supports a broader mix of planning services (including estate‑planning coordination and class‑action claim monitoring) than is typical for firms of its size.
Client services
Expertise
Occupation focus
Fee options
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
Main office location
Personal Money Planning, LLC
4245 Kemp Blvd Suite 1007
Wichita Falls TX 76308-2822, United States
Number of offices
1
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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