Personal Financial Advisors, LLC

Personal Financial Advisors, LLC (CRD# 125533) is a financial advisory firm headquartered in Naples, FL. They manage $57,000,000 in 203 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $280,788
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
  • Other
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.

CT, FL, NY

Financial Advisors at Personal Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth O. Danilo
CRD#: 1015027
1415 Panther Lane-suite 342, Naples, FL 34109
96
Wealthminder
score

Kenneth Danilo (CRD# 1015027) is an Investment Advisor Representative working at Personal Financial Advisors, LLC in Naples, FL and has over 20 years of experience in the finance industry. Kenneth Danilo 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.

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