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Home > Retirement Planners > texas > southlake > PROVIDENT FINANCIAL PLANNING, LLC
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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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
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| $118,041,119,970 | 827 | 319 |
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