Plan For Your Goals, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,098,128
Clients
45
9% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$224,403
About
Plan For Your Goals, LLC provides portfolio management and financial planning services to individuals and high‑net‑worth clients and offers a paid financial education and coaching program delivered through a Skool community. The firm also provides business‑owner planning, may direct clients to third‑party investment advisers, and its supervised persons sell insurance products.
The adviser constructs Investment Policy Statements, applies modern portfolio theory and long‑term investment strategies, and conducts quarterly reviews and reports for ongoing accounts. PFYG reports $10,098,128 in non‑discretionary assets under management and does not exercise investment discretion or trade client accounts on its own behalf.
The firm is notable among peers for using client testimonials in its advertising and for primarily operating in a non‑discretionary advisory model, both of which are uncommon for independent advisers. PFYG also discloses fee‑sharing arrangements when directing clients to third‑party managers and that its supervised persons are licensed insurance agents, which the firm identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Financial education and coaching
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Fee options
$0 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $4,999,999: 0.55% $5,000,000+: 0.35%
$200 per hour
Financial Education and Coaching Fixed fee of $125 (monthly billing)
Main office location
Plan For Your Goals, LLC
Gulf Breeze FL, United States
Number of offices
1
Most active in
Plan For Your Goals, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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