PERSONAL FINANCIAL ADVISORS, INC.

Overview

Personal Financial Advisors, Inc. is an independent registered investment adviser serving individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm operates primarily on a percentage-of-AUM fee model (with some other fee arrangements) and reports its advisory activity as largely non-discretionary, meaning clients retain final trading authority while the firm provides ongoing planning and allocation guidance. Investment activity is centered on public funds and mutual funds as the primary vehicle for core equity and fixed-income exposure. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Its stated allocation interests include third-party real estate strategies as its primary alternative exposure, indicating a willingness to supplement mutual fund sleeves with real estate vehicles managed by external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices