Kyle Schnitman
Kyle Schnitman is a CFP-designated registered investment advisor at Plan Ahead Financial Management, INC., based in Abilene, TX, with 11 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 58 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1M+ | 0.57% |
Fees are billed quarterly in arrears based on average assets. Early termination fee applies to the first 12 months.
Fee Estimator
Location
200 Sayles Blvd, Abilene, TX, 79605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Plan Ahead Financial Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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