Robert O'toole is a CFP-designated registered investment advisor at Personal Wealth Planning, LLC, based in Hollywood, FL, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual fee is not to exceed 1.95% and may be negotiable based on historical relationship, type of assets, dollar amounts, and account composition.
Fee Estimator
Location
2450 Hollywood Blvd, Suite 302, Hollywood, FL, 33020
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Personal Wealth Planning, LLC
Previous Registrations
Bluekey Personal Wealth Planning, a Limited Liability Company
LPL Financial LLC
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Marguerite Cook, CFPRothschild Capital Partners
- Alan Miller, CFACumulare Asset Management, LLC
- Melina Degelsmith, ChFCPark Avenue Securities LLC
- Garret Norris, CFP, ChFCCetera Investment Advisers LLC
- Jeffrey Blaze, CFPLPL Financial LLC
- Matthew Kisin, CFAApplied Capital