Todd Seymour
Personalized Financial Solutions · Clearwater, Florida
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.
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Facts
| Firm | Personalized Financial Solutions |
|---|---|
| Based in | Clearwater, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $142.6M across 505 accounts |
| SEC registration | Investment adviser representative in FL · CRD 3249733 |
| Exams passed | Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pfsinvest.com |
| Profile |
How Todd's firm compares
- Personalized Financial Solutions's average account is about $282,000, from its Form ADV (assets managed divided by 505 accounts).
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Questions about Todd
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.
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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