Personal Financial Planning LLC

Personal Financial Planning LLC (CRD# 118533) is a financial advisory firm headquartered in Mobile, AL. They manage $22,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $293,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

AL

Financial Advisors at Personal Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan A. Martino
CRD#: 2293647
3510 Montlimar Plaza Drive, Suite 200, Mobile, AL 36609
96
Wealthminder
score

Susan Martino (CRD# 2293647) is an Investment Advisor Representative working at Personal Financial Planning LLC in Mobile, AL and has over 24 years of experience in the finance industry. Susan Martino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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