PERSONAL MONEY PLANNING, LLC

Overview

Personal Money Planning, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. SEC registration was completed in 2022. The firm focuses on serving individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Compensation mixes a percentage-of-AUM model with hourly and fixed-fee engagements, allowing flexibility across advice-only and managed account relationships. Investment activity centers on tailored, discretionary portfolio management for household and small-business clients rather than running proprietary funds. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser in the filing excerpt, and is not classified as a capital allocator; instead it sources third-party managers for certain strategies. Client-facing services emphasize planning-driven allocation decisions and ongoing portfolio oversight.

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Location & Offices