Prudent Financial Planning
Prudent Financial Planning (CRD# 288500) is a financial advisory firm headquartered in Naples, FL. They manage $5,909,689 in 78 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts78ACCOUNTS
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Average Account Value$75,765
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, OH, TX
Financial Advisors at Prudent Financial Planning
1
Patrick Logue (CRD# 4589561) is an Investment Advisor Representative working at Prudent Financial Planning in Naples, FL and has 1 year of experience in the finance industry.
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