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).
Total Assets Under Management17MILLION
Total Number of Accounts68ACCOUNTS
Average Account Value$246,353
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NJ, PA
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.
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.