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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2016
- Office Locations
- 1
Office Locations
About Your Planning Partner LLC
Your Planning Partner, LLC is a fiduciary advisory firm providing comprehensive financial planning and integrated tax strategy for doctors, medical professionals, and other high-achieving individuals nationwide. The team brings 70+ years of combined experience and helps clients navigate student loan repayment, tax optimization, and long-term wealth building. Portfolios are primarily ETF-based, with custody including Charles Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CAROL ANNE DIXON
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5220257
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL J DIXON
Financial Advisor, General Partner, Owner
- CRD
- #2452034
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,654,208 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,654,208 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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