PROVIDENT FINANCIAL PLANNING, LLC

6275 W Plano Pkwy
Ste 500
Plano, Texas 75093
Tel: 888-752-6234

About PROVIDENT FINANCIAL PLANNING, LLC

PROVIDENT FINANCIAL PLANNING, LLC, formally registered with the SEC as PROVIDENT FINANCIAL PLANNING, LLC. The firm was established in 02/02/2022. They have over 6 offices throughout the country.

PROVIDENT FINANCIAL PLANNING, LLC is a Plano, Texas based Financial Planning firm with nearly $155,030,421 assets under management, offering retirement planning & investment advisory services to 319 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291830
SEC#	801-123142
Assets Managed by Firm	$155,030,421
No. of Clients	319
No. of Advisors	2

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	319	$155,030,421
Individuals (other than high net worth individuals)	12	$5,911,020
High net worth individuals	57	$145,763,195
Corporations or other businesses	1	$3,356,206

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