A complete list of active advisors currently associated with Partners in Financial Planning, LLC
Warmer can help you find a great advisor at Partners in Financial Planning, LLC or one who fits your needs even better.
Partners in Financial Planning, LLC serves individuals, business entities, trusts, estates, charitable organizations and retirement plans, managing approximately $913.6 million on a discretionary basis for roughly 391 clients through a team of eight advisors. The firm offers investment advisory services, ongoing financial planning and stand-alone consulting, and notes that simple federal and state tax preparation is included in the base annual fee while more complex returns incur additional charges. PIFP provides discretionary wealth management on a fixed annual retainer that combines a planning fee component with a percentage of assets under management and implements both long‑term and short‑term purchase strategies. The firm generally recommends custody with large custodians such as Charles Schwab or Fidelity, conducts ongoing account reviews, and may require prepayment of the first three months’ fees for new clients to cover initial planning work. A few operational practices distinguish the firm from many peers: it explicitly includes tax preparation services within its advisory offering and discloses additional fees for complex tax returns, and it documents an ability to have advisory fees debited by the account custodian while urging clients to compare custodian statements with any reports PIFP provides. The brochure also discloses a trade error policy under which the firm reimburses accounts for losses from its trade errors (while reconciling gains and losses with custodian accounts), and the firm does not accept performance‑based fees.
To learn more about the advisors currently working at Partners in Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Salem, VA
| 10
| |
Salem, VA
| 10
| |
Charleston, SC
| 20
| |
Salem, VA
| 3
| |
Salem, VA
| 16
| |
Salem, VA
| —
| |
Salem, VA
| 35
| |
Salem, VA
| 25
|
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