Partners In Financial Planning, LLC
Salem, VA·SEC-registered · CRD #151980
Partners In Financial Planning, LLC is an SEC-registered investment advisory firm in Salem, VA managing $914M across 2.8k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$914M
Client accounts
2.8k
Advisory staff
8
Fee model
Fee-based
How Partners In Financial Planning, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Partners In Financial Planning, LLC
How much does Partners In Financial Planning, LLC manage?
Per its most recent SEC Form ADV filing (03/23/2026), Partners In Financial Planning, LLC reports $914M in regulatory assets under management across roughly 2.8k client accounts.
How does Partners In Financial Planning, LLC charge?
Partners In Financial Planning, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Partners In Financial Planning, LLC a fiduciary?
Yes. Partners In Financial Planning, LLC is registered with the U.S. Securities and Exchange Commission (CRD #151980), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Partners In Financial Planning, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Partners In Financial Planning, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Partners In Financial Planning, LLC's public SEC Form ADV filing (CRD #151980, filed 03/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Partners In Financial Planning, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Partners In Financial Planning, LLC? Claim this profile.