Overview
Assets Under Management: $155 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Frequently Asked Questions
PROVIDENT FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291830), PROVIDENT FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
PROVIDENT FINANCIAL PLANNING, LLC is headquartered in PLANO, TX.
PROVIDENT FINANCIAL PLANNING, LLC serves 57 high-net-worth clients according to their SEC filing dated March 04, 2025. View client details ↓
According to their SEC Form ADV, PROVIDENT FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PROVIDENT FINANCIAL PLANNING, LLC manages $155 million in client assets according to their SEC filing dated March 04, 2025.
According to their SEC Form ADV, PROVIDENT FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 319
Discretionary Accounts: 319
Regulatory Filings
CRD Number: 291830
Last Filing Date: 2025-03-04 00:00:00
Website: https://providentfp.com