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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    867
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $3,853,333
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
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.

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

Financial Advisors at Personal Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Marc A. Steinman
CRD#: 1291437
707 Lake Cook Road, Suite 109, Deerfield, IL 60015
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.