{
  "crd_number": 151980,
  "slug": "partners-in-financial-planning-llc-salem-va-151980",
  "primary_business_name": "PARTNERS IN FINANCIAL PLANNING, LLC",
  "legal_name": "PARTNERS IN FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Salem",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "40220",
  "metro": {
    "cbsa_code": "40220",
    "common_name": "Roanoke",
    "msa_name": "Roanoke, VA",
    "path": "/advisors/va/roanoke"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-11-10",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 913571674.0,
  "raum_discretionary": 913571674.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 14,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 9149150.0,
      "count": 5
    },
    "individuals": {
      "raum": 580724601.0,
      "count": 354
    },
    "high_net_worth_individuals": {
      "raum": 323697923.0,
      "count": 37
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "FL",
    "GA",
    "NC",
    "SC",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://facebook.com/PARTNERSINFINANCIALPLANNING",
    "https://linkedin.com/COMPANY/3553538",
    "https://partnersinfinancialplanning.com",
    "https://twitter.com/PARTNERSINFP",
    "https://youtube.com/CHANNEL/UC4GDBQQPNZE06KPAPTRJPHA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151980",
  "city_as_filed": "SALEM",
  "url": "https://advisorcensus.com/firm/partners-in-financial-planning-llc-salem-va-151980",
  "display_name": "Partners in Financial Planning, LLC",
  "summary": "Partners in Financial Planning, LLC is an SEC-registered investment advisory firm in Salem, VA, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Partners in Financial Planning, LLC (CRD 151980): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Partners in Financial Planning, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Partners in Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Partners in Financial Planning, LLC located?",
      "a": "Partners in Financial Planning, LLC's principal office is in Salem, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Partners in Financial Planning, LLC registered with the SEC or a state?",
      "a": "Partners in Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 151980."
    },
    {
      "q": "How much does Partners in Financial Planning, LLC manage?",
      "a": "Partners in Financial Planning, LLC reports $913,571,674 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Partners in Financial Planning, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Partners in Financial Planning, LLC: Regulatory assets under management: $622,921,875 in the October 2021 data and $913,571,674 in the October 2026 data, up 47%. Total employees: 11 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Partners in Financial Planning, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (354); high net worth individuals (37); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Partners in Financial Planning, LLC use?",
      "a": "Partners in Financial Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Partners in Financial Planning, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151980"
    },
    {
      "q": "What changed in Partners in Financial Planning, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $779,819,330 to $913,571,674 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 622921875.0,
      "total_employees": 11,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 678362660.0,
      "total_employees": 11,
      "filing_date": "2022-01-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 617913976.0,
      "total_employees": 12,
      "filing_date": "2023-02-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 708509779.0,
      "total_employees": 12,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 779819330.0,
      "total_employees": 13,
      "filing_date": "2025-02-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 913571674.0,
      "total_employees": 14,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $779,819,330 to $913,571,674 (+17%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in LA, NE."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/partners-in-financial-planning-llc-salem-va-151980.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 354,
      "fewer_than_5": false,
      "raum": 580724601.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 37,
      "fewer_than_5": false,
      "raum": 323697923.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 9149150.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151980",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}