Your Planning Partner LLC

Your Planning Partner LLC (CRD# 283647) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $16,752,036 in 68 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $246,353
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
  • Pension consulting services
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.

FL, NJ, PA

Financial Advisors at Your Planning Partner LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Dixon
CRD#: 2452034
Palm Beach Gardens, FL
93
Wealthminder
score

Michael Dixon (CRD# 2452034) is an Investment Advisor Representative working at Your Planning Partner LLC in Palm Beach Gardens, FL and has over 18 years of experience in the finance industry.

2
Carol A. Dixon
CRD#: 5220257
Palm Beach Gardens, FL
90
Wealthminder
score

Carol Dixon (CRD# 5220257) is an Investment Advisor Representative working at Your Planning Partner LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry. Carol Dixon 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.

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