PLANGUIDE FINANCIAL LLC
Doing business as PLANGUIDE FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$277,250,000
Discretionary
$50,600,000
Non-discretionary
$226,650,000
Firm details
- CRD number
- 329089
- SEC file number
- 801-135492
- Main office
- SOUTHLAKE, TX, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.