PARTNERS IN FINANCIAL PLANNING, LLC
  • PARTNERS IN FINANCIAL PLANNING, LLC

Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 11/10/2009
ADV Location SALEM, VA, United States
Contact Info 540 xxxxxxx
Websites
AUM* 913,571,674 29%
of that, discretionary 913,571,674 29%
Number of Employees 14 17%
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 329,334 1%
% High Net Worth 9.34% 55%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

914M 783M 653M 522M 392M 261M 131M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ANDERSON & REED Filing Date01/21/2026 Form ADV-E View Report
Accounting Firm Name ANDERSON & REED Filing Date02/10/2025 Form ADV-E View Report
Accounting Firm Name ANDERSON & REED Filing Date02/13/2024 Form ADV-E View Report

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