Pink Streets Financial Planning, LLC
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About
Pink Streets Financial Planning, LLC is a newly formed registered investment adviser that offers financial planning and consulting to individuals, high‑net‑worth individuals, trusts, estates and businesses. Services include written financial plans, ongoing planning engagements and ad‑hoc consultations, and the firm does not provide investment management or custody of client assets.
In its consultations the firm primarily employs fundamental analysis and may recommend allocations among equities, fixed income, ETFs, mutual funds and cash, while clients remain responsible for implementing recommended transactions. The principals are CFP professionals (one also holds a licensed clinical social work credential), and the Adviser describes a fiduciary framework with annual plan reviews and ongoing phone and email support.
Compared with peers in this regulatory category, Pink Streets is notable for offering both fixed‑fee and hourly billing for financial planning engagements and operating as a fee‑only adviser that requires advance deposits—features that are uncommon among firms without active registered advisors. The firm also does not manage proprietary or private funds and has an affiliated personal‑finance media business that could generate referrals, a relationship disclosed as a potential conflict of interest.
Client services
Expertise
Fee options
$250 per hour
Fee-only: Initial fixed fee ranging from $1,500 to $10,000 per engagement; ongoing financial planning fees ranging from $1,000 to $9,000 per year ($83.33 to $750 per month)
Main office
136 4th St N, Ste 201
St. Petersburg FL 33701
Advisors at this office
2
Most active in
Florida
Also doing business as
Pink Streets Financial Planning · Pink Streets Financial Planning, 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
Advisors at this firm
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