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

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

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.

To learn more about the advisors currently working at Personal Wealth 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
Robert O'toole	Hollywood, FL	28

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