Brittany Schultz is a registered investment advisor at Personal Money Planning, LLC, based in Wichita Falls, TX, with 3 years of industry experience. Brittany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 216 clients with $120M 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 $150K | 1.55% |
| $150K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Personal Money Planning may choose to combine household accounts into one “portfolio” for the purpose of fee calculations. At no time will the annual fee exceed 2% of assets under management for investment management services.
Fee Estimator
Location
4245 Kemp Blvd Suite 1007, Wichita Falls, TX, 76308-2822
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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
Personal Money Planning, LLC
State Registrations2 states
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