Personal Money Planning
Financial Services • 
Wichita Falls, Texas, United States • 1-10 Employees
Company overview
| Headquarters | 4245 Kemp Blvd, 1007, Wichita Falls, Texas 76308, US |
| Phone number | +19406926885 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Advice, Tax Planning, Financial Coaching, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Divorce Planning, Life/Money Balance |
| Founded | 1993 |
| Employees | 1-10 |
| Socials |
Key Contact at Personal Money Planning
Gary Silverman
Founder
Personal Money Planning Email Formats
Personal Money Planning uses 1 email format. The most common is {first initial} (e.g., j@personalmoneyplanning.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@personalmoneyplanning.com | 100% |
About Personal Money Planning
Personal Money Planning is a fee-only Financial Planning and Investment Advisory firm. We work with individuals and families to help them determine and achieve their financial goals. Our investment advice is customized to each client. We examine your situation, your current portfolio, determine the level of risk that you can live with, and then recommend the specific investment mix that is right for you. We will even help you open an account, and allocate your money according to the recommendations that were established. Financial planning is offered on an hourly basis. We can answer a specific question that you have, project what you'll need for retirement, help you figure out how much and what types of insurance you need, or complete a comprehensive financial plan. We don't have a cookie-cutter formula; rather we tailor our advice to your personal needs. Being a Fee-Only firm, you can rest assured that we are not making our recommendations based on how much commission we are going to earn or a trip we are trying to win. Our only compensation comes for you, the client. No gimmicks, no kickbacks from a company or product we recommend.
Personal Money Planning revenue & valuation
| Annual revenue | $50,500,000 |
| Revenue per employee | $12,623,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $161,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Personal Money Planning has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Personal Money Planning has never raised funding before.
Personal Money Planning Tech Stack
Discover the technologies and tools that power Personal Money Planning's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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United Kingdom
Israel
Frequently asked questions
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