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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Crest
- Established Date
- 12-10-2018
- Office Locations
- 1
Office Locations
About Personal Wealth Planning, LLC
Personal Wealth Planning, LLC is a fee-only, fiduciary registered investment adviser providing holistic wealth planning and ongoing portfolio management. Led by CFP professional Robert A. O’Toole (Certified Financial Planner™ since 2000), the firm advises on investments, tax and retirement planning, debt/financial position, estate planning, and risk mitigation, building goal-based portfolios designed to track markets rather than outsmart them. Custody includes Charles Schwab.
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Owner & Executives
ROBERT ALLAN O'TOOLE
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- CRD
- #2965745
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,032,736 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,032,736 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,032,736
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,856,038,061 | 43.1% |
| Cash | $2,206,637,295 | 33.3% |
| Equity - Exchange | $1,563,863,068 | 23.6% |
| Total | $6,626,538,424 | 100.0% |