Plan For Your Goals, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Plan For Your Goals, LLC provides portfolio management and financial planning services to individuals and high‑net‑worth clients and offers a paid financial education and coaching program delivered through a Skool community. The firm also provides business‑owner planning, may direct clients to third‑party investment advisers, and its supervised persons sell insurance products.
The adviser constructs Investment Policy Statements, applies modern portfolio theory and long‑term investment strategies, and conducts quarterly reviews and reports for ongoing accounts. PFYG reports $10,098,128 in non‑discretionary assets under management and does not exercise investment discretion or trade client accounts on its own behalf.
The firm is notable among peers for using client testimonials in its advertising and for primarily operating in a non‑discretionary advisory model, both of which are uncommon for independent advisers. PFYG also discloses fee‑sharing arrangements when directing clients to third‑party managers and that its supervised persons are licensed insurance agents, which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $4,999,999: 0.55% $5,000,000+: 0.35%
$200 per hour
Financial Education and Coaching Fixed fee of $125 (monthly billing)
Main office
Gulf Breeze FL
Advisors at this office
1
Most active in
Florida · Louisiana · 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
Quick links
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