CD
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
78 clients
Average Client Portfolio
$899K average
Assets Under Management
$70.1M
Fee Structure
This brochure does not contain any fee information. Please refer to the Your Planning Partner LLC brochure for fee details.
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Advisor Information
Office location
3801 Pga Blvd, #600, Palm Beach Gardens, FL, 33410
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carol works as an insurance broker for AXA Network, LLC since 2017. She dedicates minimal time to insurance sales.
Employment History
Current Registrations
Your Planning Partner LLC
July 2016 - Present · 9 yrs 6 mos
Previous Registrations
Carl Domino INC.
February 2014 - July 2016 · 2 yrs 5 mos
State Registrations3 states
FLNJPA
Advisor
Exams
No exam information available for this advisor.