# Plan Ahead Financial Management, Inc.

> Plan Ahead Financial Management, Inc. is a state-registered investment advisory firm in Abilene, TX, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 113492
- Filed as: PLAN AHEAD FINANCIAL MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Abilene, TX
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113492
- AdvisorCensus page: https://advisorcensus.com/firm/plan-ahead-financial-management-inc-abilene-tx-113492

## Quick answers

**How is Plan Ahead Financial Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Plan Ahead Financial Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Plan Ahead Financial Management, Inc. located?**
Plan Ahead Financial Management, Inc.'s principal office is in Abilene, TX, according to its Form ADV.

**Is Plan Ahead Financial Management, Inc. registered with the SEC or a state?**
Plan Ahead Financial Management, Inc. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 113492.

**How much does Plan Ahead Financial Management, Inc. manage?**
Plan Ahead Financial Management, Inc. reports $66,367,023 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (100% discretionary).

**What types of clients does Plan Ahead Financial Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (28); high net worth individuals (27); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Plan Ahead Financial Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113492

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $66,367,023
- Discretionary: $66,367,023
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $10,068,646 |
| High net worth individuals | 27 | $54,218,248 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,080,129 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- planaheadinc.com
- Facebook @PlanAheadFinancialManagement
- LinkedIn @plan-ahead-inc
- X @PlanAheadFM

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Plan Ahead Financial Management, Inc. (CRD 113492): Form ADV filing data as of October 2026.