Todd Dalton is a registered investment advisor at Partners in Financial Planning, LLC, based in Salem, VA, with 15 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 389 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PIFP charges an annual retainer fee for investment management services, calculated quarterly. This fee includes both investment advice and ongoing financial planning. The total fee typically ranges from 0.25% to 1.00% per year, depending on the size and complexity of the client's accounts, whether tax preparation is involved, whether there are specifically negotiated fees, and whether they are on a historically grandfathered fee schedule. New clients are required to prepay the first three months of fees.
Contact
Todd Dalton
Location
421 South College Avenue, Salem, VA, 24153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Partners in Financial Planning, LLC
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations3 states
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