CRD: 113492
Plan Ahead Financial Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-2006
- Office Locations
- 1
Office Locations
About Plan Ahead Financial Management, Inc.
Plan Ahead Financial Management, Inc. is a Texas-based advisory firm providing financial consulting and insurance consulting, including fee-based reviews of life, health and disability coverage. The firm’s investment approach, as reflected in its SMA mix, emphasizes U.S. government/agency fixed income and equity ETFs. Custody includes Schwab and TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
PAUL ROBERT SCHNITMAN
Chief Executive Officer, Chief Financial Officer, Investment Advisor
- CRD
- #703477
- Ownership
- 75% or more
KYLE ROBERT SCHNITMAN
Broker, Chief Compliance Officer, President
- CRD
- #6113354
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,367,023 | $455,018 |
| Non-Discretionary | $0 | -- |
| Total | $66,367,023 | $455,018 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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