MD
PFS
MD
PFS

Michael J Dixon

19 Years of Experience
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
78 clients
Average Client Portfolio
$899K average
Assets Under Management
$70.1M
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Location

3801 Pga Blvd, #600, Palm Beach Gardens, FL, 33410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael is a self-employed CPA providing accounting and tax services. This takes about a quarter of his time, and he does not receive commissions for this work.

Employment History
Current Registrations
Your Planning Partner LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Carl Domino INC.
March 2006 - October 2016 · 10 yrs 7 mos
State Registrations3 states
FLNJPA
Advisor
Exams
No exam information available for this advisor.