Overview
Assets Under Management: $143 million
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 42
Average Client Assets: $2.4 million
Frequently Asked Questions
PERSONALIZED FINANCIAL SOLUTIONS 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 #306475), PERSONALIZED FINANCIAL SOLUTIONS LLC is subject to fiduciary duty under federal law.
PERSONALIZED FINANCIAL SOLUTIONS LLC is headquartered in CLEARWATER, FL.
PERSONALIZED FINANCIAL SOLUTIONS LLC serves 42 high-net-worth clients according to their SEC filing dated January 21, 2026. View client details ↓
According to their SEC Form ADV, PERSONALIZED FINANCIAL SOLUTIONS LLC offers financial planning and portfolio management for individuals. View all service details ↓
PERSONALIZED FINANCIAL SOLUTIONS LLC manages $143 million in client assets according to their SEC filing dated January 21, 2026.
According to their SEC Form ADV, PERSONALIZED FINANCIAL SOLUTIONS 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: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.38%
Average Client Assets: $2.4 million
Total Client Accounts: 505
Discretionary Accounts: 415
Non-Discretionary Accounts: 90
Regulatory Filings
CRD Number: 306475
Filing ID: 2042890
Last Filing Date: 2026-01-21 15:31:47