Provident Financial Planning, LLC
SEC RegisteredComprehensive financial advice
About the firm
Provident offers investment, tax, and estate planning advisory services, integrating a comprehensive strategy to manage wealth, reduce taxes, and maximize clients' legacy. The firm operates with a foundation of Christian values including integrity, compassion, and stewardship. Provident has been named a top wealth management firm by D-Magazine.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom asset management using index-ETFs, individual bonds, and alternative investments; tailored tax strategies; integrated estate planning; comprehensive financial planning; coordinated tax preparation; and transparent fee-based advisory services.
Who they serve
Individuals and businesses at every wealth stage, including those building wealth, managing wealth, or running a business.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $7.1M |
| High Net Worth Individuals | 57 | $163M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $2,000,000 | 1.00% |
| $2,000,001 to $5,000,000 | 0.80% |
| Over $5,000,001 | 0.65% |
Data as of March 24, 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. Provident Financial Planning, 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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