# Carol Dixon

> Carol Dixon is a fee-only financial advisor at Your Planning Partner in Palm Beach Gardens, Florida, who holds the CFP credential. Carol focuses on physicians & residents, tax planning and retirement planning. Your Planning Partner reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carol-dixon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Your Planning Partner
- **Based in:** Palm Beach Gardens, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $90.7M across 260 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Tax planning, Retirement planning, Student loans, Estate & legacy planning
- **Works with:** Physicians, High earners, Divorced individuals
- **CRD:** 5220257 (https://adviserinfo.sec.gov/individual/summary/5220257)
- **SEC registration:** Investment adviser representative in FL, NJ, PA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.yppllc.com

## Frequently asked questions

### Is Carol Dixon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carol holds no broker registration, and Your Planning Partner reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carol charge for financial advice?

Carol's firm, Your Planning Partner, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carol Dixon based?

Carol Dixon is based in Palm Beach Gardens, Florida.

### What does Carol specialize in?

Carol's specialties include physicians & residents, tax planning, retirement planning, student loans and estate & legacy planning. Carol works with physicians, high earners and divorced individuals.

### What credentials does Carol Dixon hold?

Carol Dixon holds the CFP credential.

### Is Carol Dixon registered with the SEC?

Yes. Carol Dixon is registered as an investment adviser representative in FL, NJ and PA (CRD 5220257), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Your Planning Partner manage?

Your Planning Partner reports $90.7M across 260 accounts in assets under management.

### How do I contact Carol Dixon?

Through Carol's website, www.yppllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5220257): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.yppllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.