Partners In Financial Planning, LLC

Partners In Financial Planning, LLC (CRD# 151980) is a financial advisory firm headquartered in Salem, VA. They manage $355,355,245 in 1,504 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    355
    MILLION
  • Total Number of Accounts
    1,504
    ACCOUNTS
  • Average Account Value
    $236,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NE, VA, WV

Financial Advisors at Partners In Financial Planning, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Richard K. Bryan
CRD#: 4031082
421 South College Avenue, Salem, VA 24153
96
Wealthminder
score

Richard Bryan (CRD# 4031082) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 17 years of experience in the finance industry. Richard Bryan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James E. Pearman
CRD#: 2134909
421 South College Avenue, Salem, VA 24153
96
Wealthminder
score

James Pearman (CRD# 2134909) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 25 years of experience in the finance industry. James Pearman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Todd D. Dalton
CRD#: 5711808
421 South College Avenue, Salem, VA 24153
93
Wealthminder
score

Todd Dalton (CRD# 5711808) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has over 6 years of experience in the finance industry.

4
Stephen C. Bain
CRD#: 5811237
421 South College Avenue, Salem, VA 24153
90
Wealthminder
score

Stephen Bain (CRD# 5811237) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry. Stephen Bain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Pamela D. Poldiak
CRD#: 4585013
421 South College Avenue, Salem, VA 24153
90
Wealthminder
score

Pamela Poldiak (CRD# 4585013) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry. Pamela Poldiak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Christopher W. Bishop
CRD#: 6588392
421 South College Avenue, Salem, VA 24153
87
Wealthminder
score

Christopher Bishop (CRD# 6588392) is an Investment Advisor Representative working at Partners In Financial Planning, LLC in Salem, VA and has 1 year of experience in the finance industry.

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