Personal Financial Planning Inc.

Personal Financial Planning Inc. (CRD# 118589) is a financial advisory firm headquartered in Roanoke, VA. They manage $10,463,858 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $80,491
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.

VA

Financial Advisors at Personal Financial Planning Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Nasta
CRD#: 345101
3536 Brambleton Ave Sw, Suite 8a, Roanoke, VA 24018
96
Wealthminder
score

Thomas Nasta (CRD# 345101) is an Investment Advisor Representative working at Personal Financial Planning Inc. in Roanoke, VA and has over 29 years of experience in the finance industry.

2
Robert H. Ford
CRD#: 5682765
3536 Brambleton Ave, Suite 8a, Roanoke, VA 24018
93
Wealthminder
score

Robert Ford (CRD# 5682765) is an Investment Advisor Representative working at Personal Financial Planning Inc. in Roanoke, VA and has over 7 years of experience in the finance industry.

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