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PLANGUIDE FINANCIAL

SOUTHLAKE, TX · CRD 329089 · IAPD ↗ · planguidefinancial.com · 775-379-9729

$277.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

98
April 2026 — PLANGUIDE FINANCIAL (SOUTHLAKE, TX) is newly SEC-registered with $277.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.