THE PRUDENT PLANNER, LLC

Overview

The Prudent Planner, LLC operates as an independent registered investment advisor (RIA) focused on providing a range of financial services primarily to individuals and families. The firm emphasizes personalized financial planning and portfolio management, catering to the unique needs of its clients. With a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, The Prudent Planner aims to align its interests with those of its clients. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices