Plan Ahead Financial Management, Inc. fees and pricing

Financial planner in Abilene, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 25, 2026, Plan Ahead Financial Management, Inc. charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “PAFM provides Financial Consulting services that will be billed based on $300 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees will be billed quarterly (calendar quarters), in arrears, and are based on the “Average Assets” managed during the quarter.”
“Fees are not negotiable; however, PAFM reserves the right to unilaterally reduce or waive fees in certain situations.”
“Clients have the choice for PAFM to either deduct fees from their account(s) or to be billed directly for the fees incurred.”

Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.15% a year
Clients: 55
Employees: 2
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $66,367,023
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 113492
Website: twitter.com/PlanAheadFM (opens in new tab)
Phone: (325) 672-7212

Is something on this page wrong or out of date?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.