# Elaine Hanna

> Elaine Hanna is a fee-only financial advisor at Personalized Financial Solutions in Clearwater, Florida. Personalized Financial Solutions reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elaine-hanna/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Personalized Financial Solutions
- **Based in:** Clearwater, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $142.6M across 505 accounts
- **CRD:** 6804478 (https://adviserinfo.sec.gov/individual/summary/6804478)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.pfsinvest.com

## Frequently asked questions

### Is Elaine Hanna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elaine holds no broker registration, and Personalized Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elaine charge for financial advice?

Elaine's firm, Personalized Financial Solutions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Elaine Hanna based?

Elaine Hanna is based in Clearwater, Florida.

### Is Elaine Hanna registered with the SEC?

Yes. Elaine Hanna is registered as an investment adviser representative in FL (CRD 6804478), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Personalized Financial Solutions manage?

Personalized Financial Solutions reports $142.6M across 505 accounts in assets under management.

### How do I contact Elaine Hanna?

Through Elaine's website, www.pfsinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6804478): 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

---

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