Personal Financial Advisors, LLC
Personal Financial Advisors, LLC (CRD# 125533) is a financial advisory firm headquartered in Naples, FL. They manage $62,500,000 in 207 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management63MILLION
Total Number of Accounts207ACCOUNTS
Average Account Value$301,932
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, NY
Kenneth Danilo (CRD# 1015027) is an Investment Advisor Representative working at Personal Financial Advisors, LLC in Naples, FL and has over 21 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.
Jason Morris (CRD# 6747294) is an Investment Advisor Representative working at Personal Financial Advisors, LLC in Westport, CT and has 1 year of experience in the finance industry.