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 18 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 26 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 7 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 over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.