Your Planning Partner LLC

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Client assets under management

$90,579,714

Clients

19% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,053,252

About

The firm provides portfolio management, ongoing and discrete financial planning, pension consulting, and estate‑document facilitation through a third‑party platform to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. It manages approximately $90.7 million for about 86 client relationships and offers both discretionary and non‑discretionary advisory services.

Investment advice is delivered through a written Investment Policy Statement for each client, with documented risk tolerances and regular monitoring; the firm employs fundamental, technical, and quantitative analysis and pursues long‑ and short‑term trading, margin transactions, and a broad mix of securities (mutual funds, ETFs, fixed income, REITs, private placements, commodities, and non‑U.S. securities). The firm also uses third‑party technology to facilitate estate documents and deploys AI tools for meeting recording and transcription, with an option for clients to opt out.

What is atypical for a firm of this size is management’s active accounting practice and CPA credentials, along with a disclosed ownership interest in another registered investment adviser; the brochure states these affiliations are independent and that clients are not required to use the related outside services. The firm combines those outside professional activities with institutional custody and access to broker‑provided research and support, and it discloses procedures for allocating limited investment opportunities and for handling potential conflicts arising from its affiliations.

Client services

Financial planning Portfolio management Pension consulting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fees between $1,000 and $20,000 for creating client financial plans.

Percentage

$0+: 2.50% annually for Portfolio Management + Ongoing Financial Planning Fees $0+: 1.00% annually for Portfolio Management Fees $0+: 1.00% annually for Pension Consulting Asset-Based Fees

Project-based

$110 to $500 per hour for Financial Planning and Pension Consulting services.

Main office location

Your Planning Partner LLC

3801 Pga Blvd, #600

Palm Beach Gardens FL 33410, United States

Number of offices

Most active in

Florida · New Jersey · Ohio · Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website (561) 301-0008

Advisors at this firm

Carol D

CFP®

Palm Beach Gardens, FL

Your Planning Partner LLC

Carol Dixon is a CFP® professional with 12 years of experience in financial advising. She has worked at Your Planning Partner LLC since 2016 and previously spent 10 years at Carl Domino Inc. Dixon serves as a co-trustee of a private trust, sharing fiduciary responsibilities without compensation. Your Planning Partner LLC provides portfolio management, financial planning, pension consulting, and estate-document facilitation to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $90.7 million across about 86 client relationships, employing a range of investment strategies supported by documented risk tolerances and third-party technology.

Founder/Business Owner

Michael D

PFS™, Series 63, Series 65

Palm Beach Gardens, FL

Your Planning Partner LLC

Michael Dixon is a financial advisor with Your Planning Partner LLC in Palm Beach Gardens, FL, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of experience in financial advising and has been with Your Planning Partner LLC since 2016. Prior to this, he was associated with Carl Domino Inc. for 12 years and has operated his own accounting and tax services practice since 1981 as a CPA. Your Planning Partner LLC provides portfolio management, financial planning, pension consulting, and estate-document facilitation to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $90.7 million across about 86 client relationships, employing a comprehensive investment approach that includes fundamental, technical, and quantitative analysis, as well as using third-party technology and AI tools to support client services.

Founder/Business Owner

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