Personal Financial Planning, Inc. provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education and retirement, and plan for their estate. As an additional service, Personal Financial Planning, Inc. offers life and health insurance products and receives a standard commission for the sale of those products. Clients are not obligated to purchase these products from Personal Financial Planning, Inc.
Assets Under Management$18M
Clients56
Advisors1
Avg. per Client$320K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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