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PRUDENT FINANCIAL PLANNING
PRUDENT FINANCIAL PLANNING LLC
CRD 288500
4500 EXECUTIVE DR., STE. 110-4, NAPLES, FL, 34119, United States
Phone
(239) 230-0395
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.0M
Discretionary AUM
$17.0M
Team
3 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $9.2M |
| High net worth individuals | 14 | $7.9M |
All web addresses on file
Official SEC filing: View on IAPD