PROVIDENT FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- Addison, Texas
- CRD number
- 291830
- Registered since
- February 2, 2022
- Website
- www.providentfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI93.35%
- Individuals4.05%
- Corporations / Businesses2.52%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Provident Financial Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements are non-asset-based, delivered through hourly charges and fixed fees rather than percentage-based advisory fees. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser, pension consultant, capital allocator, or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Other19%
- Exchange Traded Equities17%
- Investment Grade Corp Bonds12%
- US Government Bonds5%
Owners & executives
1 of 1PAUL MICHEL
Founder & CEOCRD 5573836
Contacts
3 of 3Neal Reinig
MemberCRD 7681398
Alexander Wilson
Client Service AssociateCRD 8216285
Creig Manson
PartnerCRD 7780640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Addison, TX
DALLAS
Location
Addison, TX
Headquartered in Addison, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 15790 Dooley Rd
- Time zone
- CT (UTC-6)
- Office locations
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