Robert O'Toole
Personal Wealth Planning · Hollywood, Florida
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.
Request an introduction to Robert →
Facts
| Firm | Personal Wealth Planning |
|---|---|
| Based in | Hollywood, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $14.0M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 2965745 |
| Exams passed | Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pwp-ria.com |
How Robert's firm compares
- Personal Wealth Planning's average account is about $148,000, from its Form ADV (assets managed divided by 95 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
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
- Personal Wealth Planning 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.
See something wrong? Request a correction. Read our methodology.