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Plan Ahead, Inc. (Abilene)


Plan Ahead, Inc. is a large advisory firm based in Abilene. It manages $51.42 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2001.

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Plan Ahead provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Plan Ahead: assets under management

The assets under management (AUM) of Plan Ahead, Inc. is $51.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $455.02 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Plan Ahead, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Abilene

The principal office where Plan Ahead, Inc. performs its advisory services is located at 400 Pine Street, Suite 1050, Abilene, TX 79601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 325-672-7212 or by fax 325-672-7310. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.schnitmangroup.com.


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