Plan Ahead Financial Management manages investment portfolios and offers financial consulting services for individuals, high-net-worth clients, and retirement plans. Founded in 1992 and based in Abilene, Texas, the firm builds customized investment strategies using stocks, bonds, mutual funds, options, and other securities, with the authority to make trades on your behalf. In addition to managing investments, Plan Ahead Financial Management provides consulting on cash flow, budgeting, debt, retirement, and estate planning. The firm prides itself on a straightforward fee structure and does not charge performance-based fees or participate in bundled fee programs.
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.