Provident Financial Planning, LLC

Provident Financial Planning, LLC (CRD# 291830) is a financial advisory firm headquartered in Southlake, TX. They manage $132,538,161 in 273 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1560 E. Southlake Blvd, Ste. 100, Southlake, TX 76092
http://providentfp.com
By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $485,488
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, GA, TX

Financial Advisors at Provident Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul Michel, financial advisor Southlake TX
Paul S. Michel
CRD#: 5573836
1560 E. Southlake Blvd, Ste. 100, Southlake, TX 76092

Paul Michel (CRD# 5573836) is an Investment Advisor Representative working at Provident Financial Planning, LLC in Southlake, TX and has over 13 years of experience in the finance industry.

2
Zachary Montgomery, financial advisor Southlake TX
Zachary J. Montgomery
CRD#: 7681389
1560 E. Southlake Blvd, Ste. 100, Southlake, TX 76092

Zachary Montgomery (CRD# 7681389) is an Investment Advisor Representative working at Provident Financial Planning, LLC in Southlake, TX 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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