# Robert O'Toole

> Robert O'Toole is a fee-only financial advisor at Personal Wealth Planning in Hollywood, Florida, who holds the CFP credential. Personal Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Personal Wealth Planning
- **Based in:** Hollywood, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.0M across 95 accounts
- **Credentials:** CFP
- **CRD:** 2965745 (https://adviserinfo.sec.gov/individual/summary/2965745)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.pwp-ria.com

## Frequently asked questions

### Is Robert O'Toole a fee-only financial advisor?

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

### How does Robert charge for financial advice?

Robert's firm, Personal Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert O'Toole based?

Robert O'Toole is based in Hollywood, Florida.

### What credentials does Robert O'Toole hold?

Robert O'Toole holds the CFP credential.

### Is Robert O'Toole registered with the SEC?

Yes. Robert O'Toole is registered as an investment adviser representative in FL and TX (CRD 2965745), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Personal Wealth Planning manage?

Personal Wealth Planning reports $14.0M across 95 accounts in assets under management.

### How do I contact Robert O'Toole?

Through Robert's website, www.pwp-ria.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2965745): 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://pwp-ria.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.