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PLAN AHEAD FINANCIAL MANAGEMENT, INC.
CRD 113492 · SEC 801-58254
200 SAYLES BLVD, ABILENE, TX, 79605, United States
Phone
325-672-7212
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$66.4M
Discretionary AUM
$66.4M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INSURANCE CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $10.1M |
| High net worth individuals | 27 | $54.2M |
| Pension/profit sharing plans | 3 | $2.1M |
All web addresses on file
Official SEC filing: View on IAPD