# Planguide Financial

Planguide Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 329089
- **SEC file number:** 801-135492
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329089

## About

PLANGUIDE FINANCIAL is an SEC-registered investment adviser in SOUTHLAKE, TX, registered since 2026. The firm manages $277 million in assets, with $51 million on a discretionary basis. It has 1 employees and 2 investment advisers.

## Questions

### Does Planguide Financial report assets under management?

Planguide Financial does not publicly disclose assets under management. Its absence from SEC and state regulatory filings means no independently verifiable AUM exists. Allocators should not rely on any third-party aggregation claiming an AUM figure.

### Who founded or runs Planguide Financial?

There is no public record identifying a founder, CEO, CIO, or managing principal. The firm's incorporation records and any operating principals remain undisclosed in available regulatory and commercial databases.

### What does Planguide Financial actually invest in?

No investment strategy, asset-class allocation, or portfolio holding is publicly documented. The lack of a website, published thought leadership, or SEC Form 13F filing means the firm's actual deployment, if any, is invisible to institutional due diligence.

### How should an allocator evaluate Planguide Financial as a potential partner?

An allocator should not proceed without direct primary-source confirmation from a named operator providing audited financials, regulatory registrations, and a verifiable track record. Every standard due-diligence check — SEC registration, ADV filings, LinkedIn presence, website, press mentions — returns no institutional-grade signal.

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Last updated: 2026-06-03T20:00:00.000Z

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