Carol Dixon is a CFP-designated registered investment advisor at Your Planning Partner LLC, based in Palm Beach Gardens, FL, with 12 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 87 clients with $91M 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% |
This is for Portfolio Management only. Portfolio Management + Ongoing Financial Planning is 2.50% annually. Fees are negotiable.
Fee Estimator
Location
3801 Pga Blvd, #600, Palm Beach Gardens, FL, 33410
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 →Other Business ActivitiesSells Insurance
Carol works as an insurance broker for AXA Network, LLC since 2017. She dedicates minimal time to insurance sales.
Employment History
Current Registrations
Your Planning Partner LLC
Previous Registrations
Carl Domino INC.
State Registrations3 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.