What is Partners in Financial Planning, LLC's NAICS code?

Partners in Financial Planning, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Targeted client base Mid-sized, fee-only financial planning firm with over a decade of recognition as a top RIA and a revenue range of 10M–25M presents a compelling opportunity to upsell advisory and investment management services to a similar client base looking for comprehensive, fiduciary-grade planning.

Geographic expansion Operations in Salem, VA and Charleston, SC with national service capabilities indicate scalability. Propose scalable technology, outsourced investment solutions, or managed account services to extend reach to additional high-net-worth and affluent clients nationwide.

Tech stack leverage Utilizes cloud, CMS, and e-commerce tools (Google Cloud, WordPress, Shopify, Office 365, GTM). Opportunity to position advanced cybersecurity, data analytics, client portals, and digital onboarding services to enhance efficiency and client experience.

Industry recognition Repeated Financial Times 300 Top RIA recognition signals credibility. Use this momentum to introduce white-label or co-branded financial planning platforms, enhanced marketing services, and partner programs to attract like-minded advisory firms seeking alliances.

Growth-ready services Revenue scale and service focus on tax-driven, comprehensive planning creates demand for expanded revenue streams such as tax optimization planning, estate planning integration, and institutional-grade investment solutions for retirement and charitable planning.

Partners in Financial Planning, LLC Tech Stack

Partners in Financial Planning, LLC uses 8 technology products and services including Open Graph, WordPress, Shopify, and more. Explore Partners in Financial Planning, LLC's tech stack below.

Open Graph
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Font Awesome
Font Scripts
Google Cloud
Infrastructure As A Service
Office 365
Office Suites
Google Tag Manager
Tag Management
WP-PageNavi
Web Platform Extensions

Media & News

Partners in Financial Planning, LLC recognized as Financial Times 300 Top Registered Investment Advisors.
Partners in Financial Planning, LLC is proud to announce that Partners in Financial Planning has been named to the Financial Times 300 Top Registered Investment Advisors (RIA) for the second year in a row.
Jun 15, 2016 | partnersinfinancialplanning.com

Partners in Financial Planning, LLC's Email Address Formats

Partners in Financial Planning, LLC uses at least 1 email format:

Partners in Financial Planning, LLC Email Formats	Example	Percentage
First@partnersinfinancialplanning.com	John@partnersinfinancialplanning.com	100%

Frequently Asked Questions

What is Partners in Financial Planning, LLC's official website and social media links?

Partners in Financial Planning, LLC's official website is partnersinfinancialplanning.com and has social profiles on LinkedIn.

How much revenue does Partners in Financial Planning, LLC generate?

As of September 2026, Partners in Financial Planning, LLC's annual revenue is estimated to be $10M - $25M.

What is Partners in Financial Planning, LLC's SIC code and NAICS code?

Partners in Financial Planning, LLC's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Partners in Financial Planning, LLC have currently?

As of September 2026, Partners in Financial Planning, LLC has approximately 19 employees across 4 continents, including North America, Oceania and Africa. Key team members include Founder, Certified Financial Planner: K. O., Partner: S. M. C. and Financial Planner: C. O. Explore Partners in Financial Planning, LLC's employee directory with LeadIQ.

What industry does Partners in Financial Planning, LLC belong to?

Partners in Financial Planning, LLC operates in the Financial Services industry.

What technology does Partners in Financial Planning, LLC use?

Partners in Financial Planning, LLC's tech stack includes Open Graph, WordPress, Shopify, Font Awesome, Google Cloud, Office 365, Google Tag Manager and WP-PageNavi.

What is Partners in Financial Planning, LLC's email format?

Partners in Financial Planning, LLC's email format typically follows the pattern of First@partnersinfinancialplanning.com. Find more Partners in Financial Planning, LLC email formats with LeadIQ.

When was Partners in Financial Planning, LLC founded?

Partners in Financial Planning, LLC was founded in 2009.

Partners in Financial Planning, LLC

Q: What technology does Partners in Financial Planning, LLC use?

Partners in Financial Planning, LLC's tech stack includes jQuery Migrate, Shopify, HSTS, Rich Plugins Reviews, Google Maps.

Financial ServicesVirginia, United States11-50 Employees

Partners in Financial Planning, LLC provides tax-focused, comprehensive financial planning alongside investment management services on a fee-only basis. The firm operates from Salem, Virginia, and Charleston, South Carolina, serving clients locally and across the United States. With a combined depth of experience in financial services, the team works to align planning with clients' goals while maintaining financial security through all stages of life. The approach centers on collaborative planning and developing a caring, authentic, trust-based relationship with clients. In 2016, the firm was named to the Financial Times 300 Top Registered Investment Advisors list for the second consecutive year.