PERSONAL FINANCIAL PLANNING INC.

PERSONAL FINANCIAL PLANNING INC. of ROANOKE, VA is an SEC-registered investment adviser (CRD 118589). Regulatory assets under management: $19.5M.

Registration

• CRD: 118589
• Type: Registered investment adviser
• Location: 3536 BRAMBLETON AVE, ROANOKE, VA, 24018
• Phone: 540-774-8700
• Latest filing: 2026-03-29
• Regulatory AUM: $19.5M
• Discretionary AUM: $19.5M
• Accounts: 145

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118589 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search