PRENTICE FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- OLYMPIA, Washington
- CRD number
- 286565
- Website
- www.prenticefp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI57.6%
- Individuals42.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Prentice Financial Planning, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and also provides pension consulting services. Its fee model includes assets-under-management fees alongside fixed-fee engagements. The firm identifies as an active ESG investor, incorporating environmental, social, or governance considerations into its advisory work.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 4Melissa Johnson
ParaplannerCRD 7863421
ANDREW PRENTICE
OwnerCRD 5011928
Wendy Wyatt
Office ManagerCRD 8148276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLYMPIA, WA
THURSTON
Location
OLYMPIA, WA
Headquartered in OLYMPIA, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- THURSTON
- Address
- 2407 Pacific Ave SE
- Time zone
- PT (UTC-8)
- Office locations
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