Prudent Money Financial Services

Prudent Money Financial Services (CRD# 128472) is a financial advisory firm headquartered in Addison, TX. They manage $38,500,000 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $171,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Prudent Money Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Robert P. Brooks
CRD#: 2257109
16633 Dallas Parkway, Suite 275, Addison, TX 75001
93
Wealthminder
score

Robert Brooks (CRD# 2257109) is an Investment Advisor Representative working at Prudent Money Financial Services in Addison, TX and has over 24 years of experience in the finance industry.

2
Brian L. Gerber
CRD#: 1303639
16633 Dallas Parkway, Suite 275, Addison, TX 75001
90
Wealthminder
score

Brian Gerber (CRD# 1303639) is an Investment Advisor Representative working at Prudent Money Financial Services in Addison, TX and has 1 year of experience in the finance industry.

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