PRUFID FINANCIAL ADVISORS LLC
SEC RegisteredFee-Only Investment Management
About the firm
PruFid Financial Advisors LLC is a fee-only investment management firm formed to provide objective financial advice. The firm accepts no commissions and has no affiliations with other companies, positioning itself as adviser rather than salesperson. It operates with a fiduciary responsibility to clients and offers a complete satisfaction money-back guarantee.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only investment management and financial advice, backed by written recommendations citing academic sources, with no commission-based products
Who they serve
The general public seeking competent, trustworthy investment advice
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 27 | $243M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $10,000,000 | 0.24% |
| Next $10,000,000 | 0.11% |
| Next $30,000,000 | 0.06% |
| Next $50,000,000 | 0.03% |
| Subsequent amounts | 0.02% |
Data as of March 4, 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. PRUFID FINANCIAL ADVISORS 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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