School of Personal Finance
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,653,053
Total clients
32
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
32
Average account size
$895,408
About
School of Personal Finance serves individual and high-net-worth clients, offering discretionary investment management alongside ongoing and hourly financial planning. The firm also provides specialized 403(b) account management and publishes educational courses, seminars, webinars, and other digital content for broader financial education.
The firm follows a passive, asset-allocation approach, constructing diversified portfolios primarily with exchange-traded funds and mutual funds and emphasizing long-term objectives, risk alignment, cost efficiency, and tax awareness. Investment management relationships are typically discretionary and tailored to each client’s circumstances and risk tolerance.
Notable distinctions include the firm’s regular delivery of educational seminars and digital content — a service offering that is relatively uncommon among solo independent advisers — and its provision of discretionary 403(b) management limited to accounts held with a specific recordkeeper/custodian arrangement. The firm operates as a single-advisor SEC-registered practice managing core advisory assets with a concentrated client base, and the principal discloses a modest outside activity owning and managing rental real estate.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Tax-loss harvesting
College savings (529s, UTMA, etc.)
Wealth management
Fee options
$1 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.60% annually
$200 to $300 per hour
$59 to $300 per month
Main office location
School of Personal Finance
Yorktown Heights NY, United States
Number of offices
1
Most active in
School of Personal Finance has reported serving >5 clients in these states in the last 12 months.
New York · 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.
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