PI Wealth Plan LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PI Wealth Plan LLC is a state‑registered independent investment advisory firm that serves individuals, high‑net‑worth and ultra‑high‑net‑worth clients. Its services include ongoing wealth advisory and limited‑scope engagements covering comprehensive financial planning, investment management, proactive tax planning and divorce financial analysis, and it also advises on employer‑sponsored plans and certain private investment opportunities for accredited investors.
The firm manages discretionary portfolios within client‑specific investment policy statements using model portfolios, separately managed accounts and selected sub‑advisers, with an emphasis on sustainable, responsible and impact investing. It integrates year‑round tax reduction strategies and coordinates tax, legal and investment implementation as part of its advice, supported by CFP and Enrolled Agent credentials on staff.
Compared with many independent peers, the firm charges a fixed annual advisory fee rather than a percentage‑of‑AUM fee and does not accept performance‑based compensation, an arrangement that is uncommon for firms in this category. PI Wealth Plan manages roughly $26 million for a very small client roster and offers specialized services—such as divorce financial analysis, business transaction and tax structuring (ESOPs, captive insurance, aircraft/vessel tax issues), and access to private equity/direct investments—suggesting a focus on complex, integrated planning for a limited number of clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time flat fees for Limited Scope Advisory services based on complexity (specific amounts not stated)
Hourly rates apply to Divorce Financial Analysis services (specific amounts not stated)
Minimum fee: $24,900 per year minimum Ongoing Advisory fee Fee-only: Ongoing Advisory charged as a fixed annual fee starting at $24,900 per year, paid monthly in advance starting at $2,075 per month, with automatic 5% annual increases; Limited Scope Advisory charged as a one-time flat fee based on service complexity; Divorce Financial Analysis charged by retainer and/or hourly rates.
Main office
San Jose CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Danelle Jenetayeva · Pi Wealth Plan LLC · Pi Wealthplan LLC
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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