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PLANGUIDE FINANCIAL

PLANGUIDE FINANCIAL LLC

CRD 329089 · SEC 801-135492

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180 STATE STREET, SUITE 225, SOUTHLAKE, TX, 76092, United States

Phone

775-379-9729

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$277.3M

Discretionary AUM

$50.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Pension/profit sharing plans10$277.3M

States served

AR, LA, TX

All web addresses on file

Official SEC filing: View on IAPD