PRUDENT FINANCIAL PLANNING

RIASEC Registered

Total AUM

$17M

Discretionary

$17M

100% of AUM

Avg account

$61.2K

Accounts

278

Employees

Advisory reps

Firm details

Headquarters: NAPLES, Florida
CRD number: 288500
Website: www.prudentfinancialplan.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals53.83%
HNWI46.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Prudent Financial Planning is an independent, owner-operated RIA structured as an LLC that serves individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and lists services such as selection of other advisers, pension consulting, and educational seminars/workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state advisory platform.