RIA Intel›Advisers›Virginia›PERSONAL FINANCIAL PLANNING, INC

PERSONAL FINANCIAL PLANNING, INC

Advisory

ROANOKE, VA

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$135K

across 145 accounts

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

54 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

STOCK PLAN ADVISORY GROUP LLC

$19M

FICADENTI TANDON ASSET MANAGEMENT, INC.

$20M

KEVIN A ONEIL LTD

$19M

DOMINION FINANCIAL CONSULTANTS

$20M

SUMMIT FINANCIAL GROUP, INC.

$20M

MARKETCYCLE WEALTH MANAGEMENT, LLC

$20M

Get the full picture on PERSONAL FINANCIAL PLANNING, INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PERSONAL FINANCIAL PLANNING, INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans