National Retirement Planning Experts

National Coverage
Local Professionals

PROVIDENT FINANCIAL PLANNING, LLC

1560 E. Southlake Blvd
Ste. 100
Southlake, Texas 76092
Tel: 469-500-5200

Need a Financial Advisor?
Compare Vetted Advisors

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 5 offices throughout the country.

PROVIDENT FINANCIAL PLANNING, LLC is a Southlake, Texas based Financial Planning firm with nearly $102,634,730 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#291830
SEC#801-123142
Assets Managed by Firm$102,634,730
No. of Clients289
No. of Advisors2

Fee Structure

  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total289$102,634,730
Individuals (other than high net worth individuals)11$6,840,249
High net worth individuals35$95,794,481

More Retirement Planning firms in Southlake, Texas:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
DIMENSIONAL FUND ADVISORS LP
6300 Bee Cave Road, Building One
Austin, TX, 78746
$652,741,971,6278181096
FISHER INVESTMENTS
6500 International Pkwy, Ste 2050
Plano, TX, 75093-8222
$192,398,103,7142692893349
VICTORY CAPITAL MANAGEMENT INC.
15935 La Cantera Pkwy
San Antonio, TX, 78256
$140,836,403,6333419510
TPG GLOBAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
$134,002,200,000147906
TPG CAPITAL ADVISORS, LLC
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102
$104,977,500,00095353

Explore More Retirement Advisors in Southlake, Texas