PFS Planning offers investment advice as part of a client's overall financial plan. In some cases, they can focus solely on investment planning. PFS Planning doesn't manage investments directly but refers clients to established investment firms. PFS Planning may receive a referral fee from these firms if the client chooses to work with them.
Assets Under ManagementN/A
Clients12
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
PFS Planning does not manage investment accounts directly. Instead, they refer clients to outside investment management firms. If a client uses one of these firms, PFS Planning may receive a referral fee of approximately 0.25% per year of the assets managed by that firm. This fee is paid to PFS Planning by the investment firm, not directly by the client.
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