$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Unison matrixNorth
- Established Date
- 11-04-2003
- Office Locations
- 1
Office Locations
-- Fayetteville GA
About Personal Financial Solutions, LLC
Personal Financial Solutions, LLC is a Fayetteville, GA advisor-led practice (Vince Bethel, 30+ years) providing financial planning and discretionary investment management for individuals, families, and business owners. The firm emphasizes asset protection, retirement and estate planning, and tax-efficient, long-term portfolio construction. Clients can collaborate through RightCapital, and the firm also offers remote tax filing/tax preparation support.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$68.0K AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Client Personas
Matrix prime Harbor optima
Custodian
Wave catalyst Quantum Matrix Momentum Momentum crest Horizon legacy Signal
Fund Managers
Horizon Eagle
Investment Themes
Summit Matrix alpha Quantum timber
Investment Vehicles
Vector
Platform
Signal signal
Services
North glacier Catalyst Alpha Pioneer Focus ember Matrix insight Beacon Peak
Technology
Delta Element frontier
Owner & Executives
V
VINCENT BETHEL JR
Owner
- CRD
- #1504620
- Ownership
- 75% or more
(936) 987-3808
matrix.delta@quantumcapital.com
in linkedin.com/in/oak-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,177,180 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,177,180 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,177,180
Equity - OTC:
47.4% Equity - Exchange:
19.4% Cash:
33.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,694,456,974 | 47.4% |
| Equity - Exchange | $1,102,794,626 | 19.4% |
| Cash | $1,887,256,783 | 33.2% |
| Total | $5,684,508,383 | 100.0% |