PLAN AHEAD FINANCIAL MANAGEMENT, INC.
PLAN AHEAD FINANCIAL MANAGEMENT, INC. of ABILENE, TX is an SEC-registered investment adviser (CRD 113492). Regulatory assets under management: $66.4M.
Registration
- CRD: 113492
- SEC file number: 801-58254
- Type: Registered investment adviser
- Location: 200 SAYLES BLVD, ABILENE, TX, 79605
- Phone: 325-672-7212
- Latest filing: 2026-06-25
- Regulatory AUM: $66.4M
- Discretionary AUM: $66.4M
- Clients: 2
- Accounts: 58
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| SCHNITMAN PAUL ROBERT | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
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