Prominent Financial Planning LLC

Overview

Prominent Financial Planning LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges clients on an hourly or fixed-fee basis rather than a percentage of assets, and it operates as a single-owner, independent RIA. Investment activity is centered on equity exposure, with a stated preference for exchange-traded securities as the primary vehicle for client portfolios. The adviser is not identified as an active ESG investor and does not operate as a multi-state or pension consultant adviser. Business activity is concentrated on delivering financial planning and discretionary portfolio management to individual and family clients. The firm uses third-party managers for certain alternative strategies and supplements core equity exposure with mutual funds and annuity solutions where appropriate to match client objectives and planning needs.

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Public Holdings

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Location & Offices