Private Financial Management LLC
Orinda, California
Private Financial Management LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 29 individual clients, 29 of them high net worth.
- Its average account is about $5.1 million (assets it manages divided by its 31 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Orinda, California |
|---|---|
| Website | pfmpartner.com |
| [email protected] | |
| Phone | (510) 701-6392 |
Questions about Private Financial Management LLC
How is Private Financial Management LLC paid?
Private Financial Management LLC's Form ADV says it is paid by: percentage of assets, fixed fees, performance-based fees.
How many advisors does Private Financial Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Private Financial Management LLC.
What is the average account at Private Financial Management LLC?
Private Financial Management LLC's average account is about $5.1 million. That's the assets on its Form ADV divided by its 31 accounts.
Private Financial Management LLC fees
Private Financial Management LLC 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 · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $159 million |
| High-net-worth clients | 29 |
| Accounts managed | 31 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-129838) |
| Financial planning | Offered |
| Form ADV filed | June 18, 2026 |
| SEC record | CRD 313167 |