LP Profile

Professional Financial Solutions

Also known as professional financial solutions

Wealth ManagerFairfax, United StatesFounded 1997
$296M
Assets Under Management
Fairfax
Headquarters
Investment Focus

About Professional Financial Solutions

Professional Financial Solutions is an SEC-registered investment adviser based in Fairfax, Virginia, established in 1997. It reports about $296 million in assets under management and describes itself as a fee-only fiduciary. The firm provides financial planning and investment management to individuals, families and small business owners. Its process runs through an initial discussion, development of a financial plan, implementation with a personalized investment strategy, and ongoing advice.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Professional Financial Solutions from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$409.7M
Total Clients
911
Filing Date
February 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Professional Financial Solutions?

Professional Financial Solutions is a wealth manager based in Fairfax, United States, managing approximately $296M in assets.

Where is Professional Financial Solutions headquartered?

Professional Financial Solutions is headquartered in Fairfax, United States.

How much does Professional Financial Solutions manage?

Professional Financial Solutions manages approximately $296M in assets under management.

When was Professional Financial Solutions founded?

Professional Financial Solutions was founded in 1997.

How can I contact Professional Financial Solutions?

Verified contact details, key decision-makers, and investment preferences for Professional Financial Solutions are available on LPbacked. Create a free account to access them.