Personal Financial Planning, Inc.
707 Lake Cook Road Suite 109
Deerfield, IL 60015-4909
No. advisers: 2
|Financial planning clients||0 (None)|
|High-net-worth client assets||More than 75%|
|Percentage of assets under management||No|
|Total AUM||Total Accounts||Avg. Account AUM|
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...
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...
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...
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...
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...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*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.