PLANGUIDE FINANCIAL LLC

PLANGUIDE FINANCIAL LLC of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 329089). Regulatory assets under management: $277.3M.

Registration

• CRD: 329089
• SEC file number: 801-135492
• Type: Registered investment adviser
• Location: 180 STATE STREET, SUITE 225, SOUTHLAKE, TX, 76092
• Phone: 775-379-9729
• Latest filing: 2026-06-16
• Regulatory AUM: $277.3M
• Discretionary AUM: $50.6M
• Non-discretionary AUM: $226.7M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329089 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search