PERSONAL FINANCIAL SOLUTIONS, LLC

Overview

Personal Financial Solutions, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm serves individual and family clients with financial planning and discretionary portfolio management, and it charges a blend of asset-based fees and fixed fees. It is not classified as a capital allocator, does not position itself as an active ESG investor, and is not indicated as a multi-state adviser. Industry affiliation is listed as an investment adviser; the firm’s structure reflects a domestic entity and individual ownership profile.

Assets & Accounts

Public Holdings

Investments & Alternatives