ACCURATE WEALTH MANAGEMENT, LLC
SEC RegisteredInvested In You.
About the firm
Provident Wealth Advisors is a fee-based, independent, fiduciary registered investment advisory firm specializing in comprehensive financial, investment, and tax planning. Founded in 2011 by Daniel C. Goodwin in The Woodlands, Texas, the firm serves individuals, families, and entrepreneurs with holistic and unbiased financial advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial, investment, and tax planning including retirement planning, Social Security maximization, tax-efficient income planning, market loss management using WEALTHGUARD, CPA-prepared Roth conversion analysis, tax return reviews, year-end tax filing, 1040 tax optimization reports, and personalized tax reduction reports.
Who they serve
Individuals (including those budgeting, growing wealth, going through divorce, or making work optional), families (marriage, kids, insurance, family finances), and entrepreneurs (entity, tax planning, employee benefits, retirement plans), as well as over eight hundred families in the local community.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,219 | $1.1B |
| High Net Worth Individuals | 393 | $576M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
49 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCURATE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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