PARTNERS IN FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- SALEM, Virginia
- CRD number
- 151980
- Registered since
- November 10, 2009
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.57%
- HNWI35.43%
- Charitable Organizations1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Partners In Financial Planning, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and active since 2009. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its revenue model includes asset-based fees, hourly charges and fixed-fee engagements. The firm lists accounting among its business activities and does not identify itself as a capital allocator. Partners In Financial Planning is not positioned as an ESG-focused manager. Its model appears to emphasize model-based portfolio management delivered through custodial relationships rather than operating as a multi-manager or in-house alternative manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- US Government Bonds2%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 7PAMELA POLDIAK
Co-founder & Financial PlannerCRD 4585013
STEPHEN BAIN
PartnerCRD 5811237
JAMES PEARMAN
Co-FounderCRD 2134909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 82Active vs passive
$604M in ETFs
98%
$593M
2%
$10.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $77.1M | 1,046,572 | 12.77% |
Location
SALEM, VA
SALEM
Location
SALEM, VA
Headquartered in SALEM, VA, in the South of the United States.
- Region
- South
- County
- SALEM
- Address
- 421 S College Ave
- Time zone
- ET (UTC-5)
- Office locations
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