Pamela Poldiak is a CFP-designated registered investment advisor at Partners in Financial Planning, LLC, based in Salem, VA, with 25 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Medical Professionals, and 2 more. Their firm serves 396 clients with $910M 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 | 1.00% |
Total fee typically ranges from 0.25% to 1.00% per year depending on account size, complexity, tax preparation needs, and historically grandfathered schedules.
Fee Estimator
Contact
Pamela Poldiak
Location
421 South College Avenue, Salem, VA, 24153
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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
Partners in Financial Planning, LLC
Previous Registrations
Fee-Only Financial Planning, L.C.
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
Additional Information
Pam co-founded Partners in Financial Planning, LLC in 2009. She has a B.S. in Commerce from the University of Virginia’s McIntire School. Pam has been a CPA since 1993, and a CFP® since 2000. She served on the NAPFA National Board of Directors from 2016 to 2019, including two years as Treasurer/Secretary. She has been quoted in a variety of local and national publications, including The Roanoke Times, Washington Post, Smart Money, MSN Money and Financial Planning magazine. Pam is married to Mike and has two sons, Andrew and Will. In her free time, she can be found on Smith Mountain Lake paddle boarding or sailboat racing. She also loves to travel, and recently became a certified scuba diver.
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