Your Planning Partner LLC

Your Planning Partner LLC (CRD# 283647) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $55,056,838 in 82 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3801 Pga Blvd, #600, Palm Beach Gardens, FL 33410
https://www.instagram.com/yourplanningpartner
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $671,425
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
The map below shows states where this firm has explicit registration only.

FL, NJ, OH, PA

Financial Advisors at Your Planning Partner LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carol Dixon, financial advisor Palm Beach Gardens FL
Carol A. Dixon
CRD#: 5220257
3801 Pga Blvd, #600, Palm Beach Gardens, FL 33410

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.

2
Michael Dixon, financial advisor Palm Beach Gardens FL
Michael J. Dixon
CRD#: 2452034
3801 Pga Blvd, #600, Palm Beach Gardens, FL 33410

Michael Dixon (CRD# 2452034) is an Investment Advisor Representative working at Your Planning Partner LLC in Palm Beach Gardens, FL and has over 24 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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