Personal Financial Planning, Inc.
Personal Financial Planning, Inc. (CRD# 115605) is a financial advisory firm headquartered in Deerfield, IL. They manage $867,000,000 in 225 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management867MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$3,853,333
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IL, MI, MN, SC, TX
Marc Steinman (CRD# 1291437) is an Investment Advisor Representative working at Personal Financial Planning, Inc. in Deerfield, IL and has over 31 years of experience in the finance industry.