# Personal Financial Advice & Insights, LLC

> Personal Financial Advice & Insights, LLC is a state-registered investment advisory firm, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated March 29, 2026.

- CRD: 284186
- Filed as: PERSONAL FINANCIAL ADVICE & INSIGHTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284186
- AdvisorCensus page: https://advisorcensus.com/firm/personal-financial-advice-and-insights-llc-284186

## Quick answers

**How is Personal Financial Advice & Insights, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Personal Financial Advice & Insights, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Personal Financial Advice & Insights, LLC registered with the SEC or a state?**
Personal Financial Advice & Insights, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284186.

**Does Personal Financial Advice & Insights, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284186

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pfinaai.com
- Facebook @STEVEPETERSONPRINCIPAL
- LinkedIn @STEVE-PETERSON-443A16A7
- X @PFINAAI

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Personal Financial Advice & Insights, LLC (CRD 284186): Form ADV filing data as of October 2026.