Personal Money Planning, LLC fees and pricing
Financial planner in Wichita Falls, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Personal Money Planning, LLC charges $250 an hour and a flat or project fee of $350 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The amount is charged our normal hourly rate of $250 per hour.”
- Flat or project fee
- $350
“A flat rate of $350, plus $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Personal Money Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The ongoing advisory and investment fee is payable quarterly, for services rendered in the previous quarter.”
- “We then remove the values of those assets from the portfolio's total value prior to invoice calculations.”
- “Hourly fees are due at the end of each consultation as billed.”
How Personal Money Planning, LLC’s fees compare
- Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $350 is below the Texas median of $3,850. 1% of the 401 other Texas planners that publish a flat or project fee charge less.
About Personal Money Planning, LLC
“This means that we help people reach the goals they have in life through financial planning, the giving of investment advice, and managing investments. However, we do provide both hourly investment consultations and financial planning services.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 217
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $126,734,464
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 112178
- Phone
- (940) 692-6885
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.