Personal Financial Planning Inc.

Personal Financial Planning Inc. (CRD# 118589) is a financial advisory firm headquartered in Roanoke, VA. They manage $17,098,559 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3536 Brambleton Ave, Suite 8a, Roanoke, VA 24018
http://www.pfplans.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $113,235
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
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
Robert Ford, financial advisor Roanoke VA
Robert H. Ford
CRD#: 5682765
3536 Brambleton Ave, Suite 8a, Roanoke, VA 24018

Robert Ford (CRD# 5682765) is an Investment Advisor Representative working at Personal Financial Planning Inc. in Roanoke, VA and has over 14 years of experience in the finance industry.

2
Thomas Nasta, financial advisor Roanoke VA
Thomas Nasta
CRD#: 345101
3536 Brambleton Ave Sw, Suite 8a, Roanoke, VA 24018

Thomas Nasta (CRD# 345101) is an Investment Advisor Representative working at Personal Financial Planning Inc. in Roanoke, VA and has over 37 years of experience in the finance industry.

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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