Partners in Financial Planning, LLC
Salem, Virginia
Partners in Financial Planning, LLC at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 8 advisors are listed here; all hold the CFP.
- Its Form ADV reports 14 employees and 391 individual clients, 37 of them high net worth.
- Its average account is about $329,000 (assets it manages divided by its 2,774 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Salem, Virginia |
|---|---|
| Website | partnersinfinancialplanning.com |
| [email protected] | |
| Phone | (540) 444-2930 |
Questions about Partners in Financial Planning, LLC
How is Partners in Financial Planning, LLC paid?
Partners in Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Partners in Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 8 advisors at Partners in Financial Planning, LLC, and 8 hold the CFP.
What is the average account at Partners in Financial Planning, LLC?
Partners in Financial Planning, LLC's average account is about $329,000. That's the assets on its Form ADV divided by its 2,774 accounts.
Does Partners in Financial Planning, LLC work with clients virtually?
Yes. Partners in Financial Planning, LLC's website says it works with clients virtually.
Partners in Financial Planning, LLC fees
Partners in Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $914 million |
| Individual clients | 354 |
| High-net-worth clients | 37 |
| Accounts managed | 2,774 |
| Employees | 14 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-70754) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 151980 |
Advisors at this firm (8)
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