Advisor at Pamela Plick Wealth Management LLC
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Firm
Pamela Plick Wealth Management LLC
Location
Palm Desert, CA 92260
Credentials
CFP®, Series 63, Series 66
Industry experience
17 years
Pamela Plick is a CFP® professional with 17 years of industry experience, operating through her independent firm, Pamela Plick Wealth Management LLC, in Palm Desert, CA. She has been the sole advisor at her firm since 2011. Outside of her advisory work, she provides financial counseling for military personnel and offers money coaching focused on educational purposes. Her firm advises individual clients with fee-only portfolio management and financial planning services, primarily on a non-discretionary basis. The firm builds customized portfolios using asset allocation and fundamental analysis and also offers educational seminars and workshops alongside one-on-one services.
Based on Pamela Plick Wealth Management LLC
Based on Pamela Plick Wealth Management LLC
$175 to $300 per hour for financial planning services
Minimum fee: $1,000 minimum fee for portfolio management, ensuring it does not exceed 3% of account value Fee-only: Financial planning charged hourly at $175 to $300 per hour
44489 Town Center Way, Suite D #472
Palm Desert, CA 92260
California
Pamela Plick
2011 - Present (15 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Other specialized services
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