Partners In Financial Planning, LLC
Firm details
- Headquarters
- Salem, Virginia
- CRD number
- 151980
- Registered since
- November 10, 2009
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.57%
- HNWI35.43%
- Charitable Organizations1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Partners In Financial Planning, LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 2009. The firm serves both individual/family and institutional clients and offers financial planning and portfolio management focused on individuals and small businesses. Its fee arrangements are flexible—percentage of AUM, hourly, and fixed-fee engagements are all used. Partners In Financial Planning also lists accountant services among its business activities. The adviser does not identify as an active ESG investor, is not a pension consultant, and is not organized as a multi-state adviser or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- US Government Bonds2%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 7
Pamela Poldiak
Co-founder & Financial PlannerCRD 4585013
Stephen Bain
PartnerCRD 5811237
James Pearman
Co-FounderCRD 2134909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$661M in ETFs
98%
$649M
2%
$11.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $78M | 1,063,064 | 11.81% |
Location
Salem, VA
Salem
Location
Salem, VA
Headquartered in Salem, VA, in the South of the United States.
- Region
- South
- County
- Salem
- Address
- 421 S College Ave
- Time zone
- ET (UTC-5)
- Office locations
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