Prudent Street Financial Advisors, LLC
Prudent Street Financial Advisors, LLC (CRD# 160436) is a financial advisory firm headquartered in Nashville, TN. They manage $216,698,458 in 223 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management217MILLION
Total Number of Accounts223ACCOUNTS
Average Account Value$971,742
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
David Richardson (CRD# 2541402) is an Investment Advisor Representative working at Prudent Street Financial Advisors, LLC in Nashville, TN and has over 23 years of experience in the finance industry. David Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephanie Richardson (CRD# 4426627) is an Investment Advisor Representative working at Prudent Street Financial Advisors, LLC in Nashville, TN and has over 14 years of experience in the finance industry.