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Provident Financial Planning, LLC

● SEC registered since 2022CRD 291830SEC# 801-123142Plano, TX
Export (members)
Reg. AUM
$155M
Employees
2
Accounts
319
Location
Plano, TX

Provident Financial Planning, LLC assets under management

Provident Financial Planning, LLC operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2022. It reports $155 million in regulatory assets under management and employs 2 people.
providentfp.comView on SEC.gov ↗

Provident Financial Planning, LLC owners & executives

3 reported
NameTitleOwnershipSince
Creig MansonPartner5-10%2023
Neal ReinigMember5-10%2022
Paul Shannon Michel ControlCeo, Cco & Managing MemberOver 75%2017

Frequently asked questions

How much does Provident Financial Planning, LLC manage?

Provident Financial Planning, LLC reports $155 million in regulatory assets under management on its Form ADV.

How many employees does Provident Financial Planning, LLC have?

Provident Financial Planning, LLC reports 2 employees.

Where is Provident Financial Planning, LLC located?

Provident Financial Planning, LLC is based in Plano, TX and has been SEC-registered since 2022.

Does Provident Financial Planning, LLC disclose fund performance?

Provident Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6275 W Plano Pkwy, Ste 500, Plano, TX 75093
Phone888-752-6234
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155M
Non-discretionary$0
Total (RAUM)$155M