Partners in Financial Planning, LLC
● SEC registered since 2009CRD 151980SEC# 801-70754Salem, VA
Reg. AUM
$913.6M
Employees
14
Accounts
2,774
Location
Salem, VA
Partners in Financial Planning, LLC assets under management
Partners in Financial Planning, LLC is an SEC-registered investment adviser based in Salem, VA. The firm has been registered since 2009. It reports $913.6 million in regulatory assets under management and employs 14 people.
Partners in Financial Planning, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher William Bishop Control | Member And Chief Operations Officer | 10-25% | 2021 |
| James Elwood Pearman Control | Managing Member | 25-50% | 2009 |
| Pamela Dolvin Poldiak Control | Member | 25-50% | 2009 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Partners in Financial Planning, LLC manage?
Partners in Financial Planning, LLC reports $913.6 million in regulatory assets under management on its Form ADV.
How many employees does Partners in Financial Planning, LLC have?
Partners in Financial Planning, LLC reports 14 employees.
Where is Partners in Financial Planning, LLC located?
Partners in Financial Planning, LLC is based in Salem, VA and has been SEC-registered since 2009.
Does Partners in Financial Planning, LLC disclose fund performance?
Partners in Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 421 South College Avenue, Salem, VA 24153 |
| Phone | 540-444-2930 |
| Fax | 540-266-3620 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$913.6M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$913.6Mregulatory AUM
Discretionary $913.6M