Frank Pugliese
Personal Financial Profiles · Coral Springs, Florida
Frank Pugliese is a fee-only financial advisor at Personal Financial Profiles in Coral Springs, Florida. Personal Financial Profiles reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Personal Financial Profiles |
|---|---|
| Based in | Coral Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $335.3M across 369 accounts |
| SEC registration | Investment adviser representative in FL · CRD 800323 |
| Exams passed | Series 63 (1985) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pfprofiles.com |
How Frank's firm compares
- Personal Financial Profiles's average account is about $909,000, from its Form ADV (assets managed divided by 369 accounts).
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Questions about Frank
Is Frank Pugliese a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Personal Financial Profiles reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frank charge for financial advice?
Frank's firm, Personal Financial Profiles, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frank Pugliese based?
Frank Pugliese is based in Coral Springs, Florida.
Is Frank Pugliese registered with the SEC?
Yes. Frank Pugliese is registered as an investment adviser representative in FL (CRD 800323), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Personal Financial Profiles manage?
Personal Financial Profiles reports $335.3M across 369 accounts in assets under management.
How do I contact Frank Pugliese?
Through Frank's website, www.pfprofiles.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
- 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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