Brittany
Schultz
Personal Money Planning, LLC
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About this Advisor
Brittany Schultz is a financial advisor who works in Wichita Falls, Texas. Schultz currently works for Personal Money Planning, LLC. Throughout their career, they have worked at Personal Money Planning, LLC and Homemaker/Military Spouse. Schultz maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Oklahoma and Texas. Personal Money Planning, LLC is a financial advisory company based out of Wichita Falls, TX. It has $104 million in assets under management between its 604 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 604 client accounts, just 14% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules typically vary depending on which service is offered. However, fee types billed by Personal Money Planning, LLC can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Personal Money Planning, LLC Brokerage Details
$103,747,065
4
604
$171,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Brittany Schultz Work History
Brittany has been registered as a financial advisor for 0 years.*
Personal Money Planning, LLC
Homemaker/Military Spouse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brittany Schultz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Personal Money Planning, LLC
Wichita Falls, TX
Wichita Falls, TX
Wichita Falls, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
