# APPLEWHITE FINANCIAL PLANNING, PLLC

APPLEWHITE FINANCIAL PLANNING, PLLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 169799
- Type: SEC-registered investment adviser
- SEC file number: 801-134467
- Location: 13355 NOEL RD, SUITE 1100, DALLAS, TX, 75240
- Phone: 214-710-2498
- Latest filing: 2026-03-26
- Regulatory AUM: $153.1M
- Discretionary AUM: $153.1M
- Clients: 2
- Accounts: 740

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (2)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169799/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169799/similar
- Related entities: https://search.stillhousedata.com/firm/169799/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169799

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.