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PRENTICE FINANCIAL PLANNING, LLC
CRD 286565
2407 PACIFIC AVENUE, SUITE A, OLYMPIA, WA, 98501, United States
Phone
360-754-0490
Fax
360-754-2087
Registration
— (—)
Source
State registered
Total AUM
$97.3M
Discretionary AUM
$97.3M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $41.2M |
| High net worth individuals | 43 | $56.0M |
All web addresses on file
Official SEC filing: View on IAPD