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).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, OH, TX

Financial Advisors at Prudent Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Patrick J. Logue
CRD#: 4589561
4850 Tamiami Trail North, Suite 301, Naples, FL 34103

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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