Personal Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Personal Wealth Planning serves individual long‑term investors and provides discretionary portfolio management alongside comprehensive financial advisory consulting, including estate planning, tax and retirement planning, insurance review, cash‑flow and college planning. Client engagements are documented to reflect goals and objectives, and planning deliverables are completed on an agreed timeline once required documentation is provided.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, with discretionary trading authority to implement strategies and quarterly reviews that cover suitability, rebalancing and opportunities such as tax‑loss harvesting. Custody and trade execution are carried out through an institutional custodian, with the firm using available institutional trading and reporting tools to support portfolio administration.
A distinctive feature is that the firm periodically offers public educational seminars and workshops on financial planning topics at no charge, a service relatively uncommon among peers. The practice operates with a compact client roster and direct oversight of compliance and account reviews, enabling tailored strategies and client‑specific investment restrictions when requested.
Client services
Expertise
Fee options
Up to $12,000 for financial advisory consulting services, flat fee based on scope and complexity
up to 1.95% annually
Main office
2450 Hollywood Blvd, Suite 302
Hollywood FL 33020
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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