Personal Wealth Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,032,736
Clients
30
23% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$467,758
About
Personal Wealth Planning serves individual long‑term investors and provides discretionary portfolio management alongside comprehensive financial advisory consulting, including estate planning, tax and retirement planning, insurance review, cash‑flow and college planning. Client engagements are documented to reflect goals and objectives, and planning deliverables are completed on an agreed timeline once required documentation is provided.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, with discretionary trading authority to implement strategies and quarterly reviews that cover suitability, rebalancing and opportunities such as tax‑loss harvesting. Custody and trade execution are carried out through an institutional custodian, with the firm using available institutional trading and reporting tools to support portfolio administration.
A distinctive feature is that the firm periodically offers public educational seminars and workshops on financial planning topics at no charge, a service relatively uncommon among peers. The practice operates with a compact client roster and direct oversight of compliance and account reviews, enabling tailored strategies and client‑specific investment restrictions when requested.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
General estate planning guidance
Retirement income strategy
Debt management
College savings (529s, UTMA, etc.)
Fee options
Up to $12,000 for financial advisory consulting services, flat fee based on scope and complexity
up to 1.95% annually
Main office location
Personal Wealth Planning, LLC
2450 Hollywood Blvd, Suite 302
Hollywood FL 33020, United States
Number of offices
1
Most active in
Personal Wealth Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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