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PROVIDENT FINANCIAL PLANNING, LLC
CRD 291830 · SEC 801-123142
15790 DOOLEY ROAD, SUITE 212, ADDISON, TX, 75001, United States
Phone
888-752-6234
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.2M
Discretionary AUM
$174.2M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $7.1M |
| High net worth individuals | 57 | $162.6M |
| Charitable organizations | 1 | $129K |
| Corporations/business entities | 1 | $4.4M |
States served
AZ, GA, TX
All web addresses on file
Official SEC filing: View on IAPD