Gary
Silverman

Personal Money Planning, LLC

CRD#2076354
Investment Advisor
in Wichita Falls, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gary Silverman is a financial advisor based in Wichita Falls, Texas, working with Personal Money Planning, LLC. Gary has previously held a position at Personal Money Planning and has passed the Series 63 regulatory exam. Gary is registered to provide services in Oklahoma and Texas. Currently, Gary is part of Personal Money Planning, LLC, which operates out of Wichita Falls, Texas. The firm has 5 employees and manages assets totaling $109.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Personal Money Planning, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4245 Kemp Blvd Suite 1007
Wichita Falls, TX 76308-2822

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Personal Money Planning, LLC Brokerage Details

Total Assets Under Management

$109,891,438

TX Average: $3,042,739,679
Total Number of Employees

5

TX Average: 49
Total Number of Accounts

576

TX Average: 2,315
Average Account Size

$190,784

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Gary Silverman Work History

1995 - Present (30 years)

Personal Money Planning

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gary Silverman 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

Brittany Schultz
Wichita Falls, TX
Michelle Kuehner
Wichita Falls, TX
Gary Silverman
Wichita Falls, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started