Personal Financial Solutions provides investment management and comprehensive financial planning services to individuals, trusts, businesses, and retirement plans. Founded in 1996 and based in Manasquan, New Jersey, the firm utilizes a combined strategic and tactical approach to portfolio management, focusing on diversification across multiple equity asset categories and investment styles. Personal Financial Solutions helps clients with retirement income analysis, estate planning, insurance analysis, business planning, and college funding. Kenneth P. LeBlanc and Ellen D. LeBlanc own and operate the firm. Note that Personal Financial Solutions was acquired by Mercer Global Advisors in March 2026 and is in the process of transitioning client accounts and winding down its advisory operations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.