Firm
Personal Financial Profiles
Coral Springs, Florida
Fee-only
Personal Financial Profiles at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 228 individual clients, 119 of them high net worth.
- Its average account is about $909,000 (assets it manages divided by its 369 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Coral Springs, Florida |
|---|---|
| Website | pfprofiles.com |
| Phone | (954) 755-8647 |
Personal Financial Profiles fees
Personal Financial Profiles doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $335 million |
| Individual clients | 109 |
| High-net-worth clients | 119 |
| Accounts managed | 369 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-78068) |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 109327 |