Be advised. This firm is no longer registered.

Personal Financial Planning, Inc.

Personal Financial Planning, Inc. (CRD# 115605) is a financial advisory firm headquartered in Deerfield, IL. They manage $896,985,000 in 632 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
707 Lake Cook Road, Suite 109, Deerfield, IL 60015
By the Numbers
  • Total Assets Under Management
    897
    MILLION
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $1,419,280
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, MI, MN, SC, TX

Financial Advisors at Personal Financial Planning, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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