Personal Financial Planning, Inc.

Personal Financial Planning, Inc.

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707 Lake Cook Road Suite 109

Deerfield, IL 60015-4909

847-205-2590

hattonconsulting.com

No. advisers: 2

AUM: $655,400,000

Asset Breakdown

Staff
Employees 2
Clients
High-net-worth individuals 100%
Financial planning clients 0 (None)
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management No
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $655,400,000 100 $6,554,000
Non-discretionary 0 0 $0
Total $655,400,000 100 $6,554,000

Doing our part to promote financial literacy

November 26, 2019 - As financial planners, we have witnessed Americans living under the weight of poor financial decisions made in large part to a lack of basic understanding of personal financial planning. The evidence is everywhere: the friend shamefully buried in credit...

Fintechs provide software to financial planning programs to grow future business

August 29, 2019 - Financial technology vendors are using college financial planning programs to help increase adoption of their tools throughout the advice industry. RightCapital, an up-and-coming financial planning software, now has professors at 20 different universities...

Top 3 planning moves for advisers under new tax law

December 13, 2018 - The 2017 tax overhaul has led financial advisers and other tax advisers to substantially restructure clients' financial plans, primarily in three areas: charitable giving, business structure and estate plans, according to a new survey. A poll of 631 CPA...

College planning programs in need of financial aid

February 26, 2017 - Hit hard by an 18% drop in state funding over the past six years, Kansas State University can't even afford to teach its 65 financial planning students how to use such popular planning programs as MoneyGuidePro or Morningstar Advisor. "We're not asking...

High schoolers to test whether they're smarter than a financial adviser

April 15, 2016 - About 100 high school students will learn firsthand what life as an adviser is like this summer through an industry program aimed at showing them that financial planning is very different than what they see in movies like "The Wolf of Wall Street." Funded...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on January 15, 2020.

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