# PERSONAL BENEFITS PLANNING LLC

PERSONAL BENEFITS PLANNING LLC of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 172531
- Type: SEC-registered investment adviser
- Location: 2701 EAST THOMAS ROAD, PHOENIX, AZ, 85016
- Phone: 602-955-5742
- Latest filing: 2024-10-16
- Regulatory AUM: $3.0M
- Discretionary AUM: $3.0M
- Clients: 1
- Accounts: 17

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172531/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172531/similar
- Related entities: https://search.stillhousedata.com/firm/172531/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172531

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.