APPLEWHITE FINANCIAL PLANNING, PLLC of DALLAS, TX is an SEC-registered investment adviser (CRD 169799). Regulatory assets under management: $153.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Joseph Paul Applewhite | MAJORITY SHAREHOLDER; PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER/TEXAS DESIGNATED OFFICER/MANAGING MEMBER | — |
| Timothy Aaron Buys | MAJORITY SHAREHOLDER | — |