Partners In Financial Planning, Llc
- Regulatory AUM
- $914M
- Discretionary
- $914M
- Clients
- 396
- Avg AUM / client
- $2.3M
- Accounts
- 2,774
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 354 | $581M | 63.6% |
| High net worth individuals | 37 | $324M | 35.4% |
| Charitable organizations | 5 | $9.1M | 1.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Elwood Pearman | Managing Member | CFP Personal Financial Specialist | Oct 2009 (17y) | 25% – 50% |
| Pamela Dolvin Poldiak | Member | CFP | Oct 2009 (17y) | 25% – 50% |
| Richard Keith Bryan | Member And Chief Investment Officer | CFP | Jan 2013 (14y) | 25% – 50% |
| Stephen Christopher Bain | Member And Chief Compliance Officer | CFP | Jan 2016 (11y) | 10% – 25% |
| Christopher William Bishop | Member And Chief Operations Officer | CFP | Mar 2016 (10y) | 10% – 25% |
| Sethalan Carter | Registered representative | CFP | Feb 2023 (3y) | |
| Sara Lourdes Epperly | Registered representative | CFP | Mar 2026 (0y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $730M (80% of AUM) Mar 2026
- National Financial Services (Fidelity) $108M (12% of AUM) Mar 2026
- Fidelity Brokerage Services $48.5M (10% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗