Personalized Financial Solutions LLC

Overview

Personalized Financial Solutions LLC is an independent registered investment adviser formed as a limited liability company and registered with the SEC in 2025. The firm is owned by an individual and focuses its advisory practice on individuals and families, offering financial planning and portfolio management for both individual clients and small businesses. Its client fee arrangements include a percentage-of-AUM component and fixed fees. The firm reports not being an active ESG investor and does not identify as a multi-state adviser. The firm lists an industry affiliation with an accountant, which suggests coordination with tax or accounting professionals as part of its client service model. Personalized Financial Solutions LLC is not described as a capital allocator or pension consultant, indicating the business centers on direct advisory relationships rather than managing or allocating capital on behalf of other managers or institutional plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices