Adviser Profile
| As of Date | 03/10/2026 |
| Registration status | Registration Changed to PLANGUIDE FINANCIAL LLC |
| ADV Location | SOUTHLAKE, TX, United States |
| Contact Info | 775 xxxxxxx |
| Websites |
| AUM* | 277,250,000 |
| of that, discretionary | 50,600,000 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 30,805,556 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds