Personal Financial Profiles Inc fees and pricing
Financial planner in Coral Springs, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Personal Financial Profiles Inc charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“With regard to an hourly arrangement, PFP will work on hourly charges of $250.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Personal Financial Profiles Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee for initial services will be due upon completion of the initial services.”
- “On-going services will be billed in 4 advance, but in no event, more than six months in advance.”
- “The client would receive a refund for that portion of the advance fee attributable to services not performed prior to termination.”
How Personal Financial Profiles Inc’s fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- 2 of the 4 other planners in Coral Springs that publish an hourly rate charge less.
About Personal Financial Profiles Inc
- Firm size: 2 employees.
- Registered as an adviser: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 228
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $335,290,835
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109327
- Phone
- (954) 755-8647
Can advise clients in 5 states: Florida, New Jersey, New York, Pennsylvania, Texas
Other planners in Coral Springs that publish fees
- Client First Financial Advisors, LLCCoral Springs$250/hr, $5,000
- FR Financial Advisors LLCCoral Springs$150-$250/hr, $1,200-$5,000
- Kris Lewicki & Associates, LLCCoral Springs$250/hr
- Safety of Principle Wealth Management, LLCCoral Springs$175/hr, $250-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.