Personal Financial Solutions, LLC's Form ADV discloses 1.25% on the first $500,000, 1.15% on the next $500,000, and 1.00% on assets above $1 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #129095), Personal Financial Solutions, LLC is subject to fiduciary duty under federal law.
Personal Financial Solutions, LLC is headquartered in MANASQUAN, NJ.
Personal Financial Solutions, LLC serves 39 high-net-worth clients according to their SEC filing dated April 15, 2026. View client details ↓
According to their SEC Form ADV, Personal Financial Solutions, LLC offers financial planning and portfolio management for individuals. View all service details ↓
Personal Financial Solutions, LLC manages $156 million in client assets according to their SEC filing dated April 15, 2026.
According to their SEC Form ADV, Personal Financial Solutions, LLC serves high-net-worth individuals. View client details ↓