PFL Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PFL Partners, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and businesses, and also offers consulting CFO services to early and mid‑stage companies. Its planning services cover retirement planning, cash‑flow analysis, risk management, estate planning, and investment analysis, and it communicates recommendations and written plans to clients.
The firm generally does not directly manage client assets; instead, it evaluates and recommends third‑party Outside Managers, assists clients in selecting allocation models and completing manager questionnaires, and conducts periodic reviews. Its stated investment approaches include passive investing and fundamental analysis, with a typical emphasis on equities and ETFs, while custody and day‑to‑day trading authority remain with the chosen managers or custodians.
PFL’s business model includes several features that differ from many investment managers: it reports no assets under management, explicitly selects and monitors Outside Managers (an arrangement that is relatively uncommon among peers), and uses fixed and hourly fee arrangements rather than percentage‑of‑assets fees. The brochure also discloses that the firm’s principal spends most of his time providing Consulting CFO services to portfolio companies, a separate business activity the firm identifies as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed fee ranging from $600 to $1,800 depending on complexity and needs
$150 per hour with a four-hour minimum
Fee-only: Fixed fee ranging from $600 to $1,800 depending on complexity and needs; ongoing monthly fee ranging from $150 to $750 depending on complexity and needs; hourly fee of $150 per hour with a four-hour minimum
Main office
Hawthorne CA
Advisors at this office
1
Most active in
California
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
Quick links
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