# Todd Seymour

> Todd Seymour 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/todd-seymour/
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:** 3249733 (https://adviserinfo.sec.gov/individual/summary/3249733)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2014)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.pfsinvest.com

## Frequently asked questions

### Is Todd Seymour a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?

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

### Where is Todd Seymour based?

Todd Seymour is based in Clearwater, Florida.

### Is Todd Seymour registered with the SEC?

Yes. Todd Seymour is registered as an investment adviser representative in FL (CRD 3249733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Personalized Financial Solutions manage?

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

### How do I contact Todd Seymour?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3249733): 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

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