What departments does Personal Money Planning have?

Personal Money Planning has employees across 1 departments including Administrative.

What is the largest department at Personal Money Planning?

The largest department at Personal Money Planning is Administrative with 2 employees.

Where are Personal Money Planning employees located globally?

Personal Money Planning has employees across 2 continents and 2 countries including India, United States Of America.

How has Personal Money Planning's team size changed over time?

Personal Money Planning's team has remained stable from approximately 2 to 2 employees based on available data.

Personal Money Planning Employee Directory

Financial ServicesTexas, United States2-10 Employees

Personal Money Planning is a small financial services firm based in Wichita Falls, Texas, offering fee-only financial planning and investment advisory services to individuals and families. The practice provides customized investment guidance by evaluating each client’s situation, current portfolio, and risk tolerance to determine an appropriate asset allocation and to support account setup and implementation.

Financial planning is delivered on an hourly basis, ranging from answering specific questions to developing a comprehensive plan, including retirement projections and insurance needs analysis. The firm emphasizes independence by charging fees directly to clients and avoiding commissions or other incentive-based compensation. Its approach centers on tailored, client-focused advice rather than a one-size-fits-all formula within the financial services sector. As a small local firm, it serves individuals and families seeking structured guidance through their financial decisions.

Personal Money Planning Global Highlights

North America
6

United States Of America
6

Asia
1

India
1

Personal Money Planning's Leadership

A. C.
Administrative Assistant
Mobile Phone
Email
R. E.
Executive Assistant
Mobile Phone
Email

Personal Money Planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Personal Money Planning

Name

Title

Contact

Location

Last Update

A. C.
Administrative Assistant
Mobile Phone
Email
Oct 22, 2024
R. E.
Executive Assistant
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Personal Money Planning known for?

Personal Money Planning was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-940-692-****

. Explore Personal Money Planning's company overview page for more information.

What is Personal Money Planning's most common email format?

Personal Money Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Personal Money Planning email formats with LeadIQ.

How many employees does Personal Money Planning have currently?

Personal Money Planning has approximately 4 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Personal Money Planning's key employees and leadership?

As of August 2026, Personal Money Planning's key employees include:

Administrative Assistant: A. C.
Executive Assistant: R. E.

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Personal Money Planning Employee Directory

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