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YOUR PLANNING PARTNER LLC

Advisory

PALM BEACH GARDENS, FL

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in FL
#1,367
of 2,610 advisers by AUM
Average account
$349K
across 260 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM
$91M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$91M
Discretionary AUM$91M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients87
Team
Total Employees4
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NJ, OH, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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