Carol Dixon
Your Planning Partner · Palm Beach Gardens, Florida
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.
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Specialties
Who they serve
- Physicians
- High earners
- Divorced individuals
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 | $90.7M across 260 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ, PA · CRD 5220257 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.yppllc.com |
| Profile |
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Questions about Carol
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Your Planning Partner website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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