Partners In Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salem, VA. Its latest Form ADV filing, dated March 23, 2026, reports $914M in regulatory assets under management, 14 employees, 1 office, and 2,774 accounts.
Assets Under Management
$914M
Employees
14
Offices
1 office
Total Clients
396
Primary office
SALEM, VA
421 SOUTH COLLEGE AVENUE, SALEM, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.4% of total clients.
Top client categories% of clientsClients
1
Individuals
89.4%
354
2
HNWI
9.3%
37
3
Charitable
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$914Mas of March 23, 2026
Discretionary100.0%
$914M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$914M
Total Accounts2,774
10Y AUM Change+$503M (+122.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee28:1
10Y Employee Change+4 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.