Your Planning Partner Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 283647
· Palm Beach Gardens, FL
· www.facebook.com
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ADV data as of Feb 05, 2026
- Regulatory AUM
- $90.7M
- Discretionary
- $90.7M
- Clients
- 87
- Avg AUM / client
- $1.0M
- Accounts
- 260
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $15.6M | 17.2% |
| High net worth individuals | 16 | $75.0M | 82.8% |
| Corporations and other businesses | 1 | $74.5K | 0.08% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carol Anne Dixon | Registered representative | CFP | Jul 2016 (10y) | |
| Michael J Dixon | Registered representative | Personal Financial Specialist | Aug 2016 (10y) |
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) | 02/05/2026 | 1.07 MB | 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $90.7M (100% of AUM) Feb 2026
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: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗