YOUR PLANNING PARTNER LLC

YOUR PLANNING PARTNER LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 283647). Regulatory assets under management: $90.7M.

Registration

• CRD: 283647
• Type: Registered investment adviser
• Location: 3801 PGA BLVD, PALM BEACH GARDENS, FL, 33410
• Phone: (561) 301-0008
• Latest filing: 2026-02-05
• Regulatory AUM: $90.7M
• Discretionary AUM: $90.7M
• Clients: 4
• Accounts: 260

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283647 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search