Overview
Assets Under Management: $780 million
Headquarters: SALEM, VA
High-Net-Worth Clients: 30
Average Client Assets: $8 million
Frequently Asked Questions
PARTNERS IN FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151980), PARTNERS IN FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
PARTNERS IN FINANCIAL PLANNING, LLC is headquartered in SALEM, VA.
PARTNERS IN FINANCIAL PLANNING, LLC serves 30 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, PARTNERS IN FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PARTNERS IN FINANCIAL PLANNING, LLC manages $780 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, PARTNERS IN FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.02
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 2,774
Discretionary Accounts: 2,774
Regulatory Filings
CRD Number: 151980
Last Filing Date: 2025-02-21 00:00:00
Website: https://partnersinfinancialplanning.com