Prentice Financial Planning, LLC

Prentice Financial Planning, LLC (CRD# 286565) is a financial advisory firm headquartered in Olympia, WA. They manage $71,480,065 in 513 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2407 Pacific Avenue, Suite A, Olympia, WA 98501
http://www.prenticefp.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $139,337
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX, WA

Financial Advisors at Prentice Financial Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Prentice, financial advisor Olympia WA
Andrew T. Prentice
CRD#: 5011928
2407 Pacific Avenue, Suite A, Olympia, WA 98501

Andrew Prentice (CRD# 5011928) is an Investment Advisor Representative working at Prentice Financial Planning, LLC in Olympia, WA and has over 17 years of experience in the finance industry.

2
Kaleigh Prentice, financial advisor Olympia WA
Kaleigh R. Prentice
CRD#: 5434979
2407 Pacific Avenue,, Suite A, Olympia, WA 98501

Kaleigh Prentice (CRD# 5434979) is an Investment Advisor Representative working at Prentice Financial Planning, LLC in Olympia, WA and has over 15 years of experience in the finance industry.

3
Melissa Johnson, financial advisor Olympia WA
Melissa N. Johnson
CRD#: 7863421
2407 Pacific Avenue, Suite A, Olympia, WA 98501

Melissa Johnson (CRD# 7863421) is an Investment Advisor Representative working at Prentice Financial Planning, LLC in Olympia, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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