A complete list of active advisors currently associated with Personal Money Planning, LLC

Warmer can help you find a great advisor at Personal Money Planning, LLC or one who fits your needs even better.

Personal Money Planning, LLC is a fee-only registered investment adviser that serves individual and high-net-worth clients through ongoing portfolio management, financial planning, and hourly consulting. The firm manages roughly $127 million for about 217 clients and offers both continuous investment oversight and standalone planning engagements covering retirement and college funding. Portfolios are customized using a multi‑sleeve approach (growth, reserve, and bond allocations) that combines fundamental research with tactical rebalancing and occasional hedging or derivative strategies; the firm generally prefers to begin client relationships with a planning process before layering investment management. Investment decisions are implemented with discretionary authority for most clients, and the firm monitors accounts periodically with rebalancing and adjustments tied to changes in objectives or market conditions. Compared with many peers, the firm makes available occasional educational seminars and workshops for clients and the public, a relatively uncommon service among similarly sized advisers. It also blends ongoing asset management with hourly and flat‑rate planning offerings and staffs multiple advisors who hold advanced planning and fiduciary‑oriented credentials, which supports a broader mix of planning services (including estate‑planning coordination and class‑action claim monitoring) than is typical for firms of its size.

To learn more about the advisors currently working at Personal Money 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.