PERSONAL WEALTH PLANNING, LLC

Overview

Personal Wealth Planning, LLC is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements combine a percentage-of-assets approach with fixed fees, suggesting a mix of ongoing wealth management relationships and project-based planning engagements. Investment activity is concentrated in publicly managed funds—mutual funds make up the bulk of invested assets—rather than a heavy program of direct stock picking or in-house alternative strategies. The firm is not positioned as an ESG-focused adviser, is not a multi-state adviser, and does not act as a capital allocator; instead it appears to construct client portfolios primarily through third-party mutual fund managers and selected external alternative real estate exposure.

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Location & Offices