Personal Financial Solutions, LLC

Overview

Personal Financial Solutions, LLC operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. While it does not engage in capital allocation or serve as a multi-state advisor, it does offer a range of services, including insurance brokerage. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, catering to a client base that consists of individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices