Provident Financial Planning, LLC
● SEC registered since 2022CRD 291830SEC# 801-123142Addison, TX
Reg. AUM
$174.2M
Employees
2
Accounts
343
Location
Addison, TX
Provident Financial Planning, LLC assets under management
Provident Financial Planning, LLC operates as an SEC-registered investment adviser based in Addison, TX. The firm has been registered since 2022. It reports $174.2 million in regulatory assets under management and employs 2 people.
Provident Financial Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Creig Manson | Partner | 5-10% | 2023 |
| Neal Reinig | Member | 5-10% | 2022 |
| Paul Shannon Michel Control | Ceo, Cco & Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Provident Financial Planning, LLC manage?
Provident Financial Planning, LLC reports $174.2 million in regulatory assets under management on its Form ADV.
How many employees does Provident Financial Planning, LLC have?
Provident Financial Planning, LLC reports 2 employees.
Where is Provident Financial Planning, LLC located?
Provident Financial Planning, LLC is based in Addison, TX and has been SEC-registered since 2022.
Does Provident Financial Planning, LLC disclose fund performance?
Provident Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15790 Dooley Road, Suite 212, Addison, TX 75001 |
| Phone | 888-752-6234 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.2M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$174.2Mregulatory AUM
Discretionary $174.2M