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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest elementElement momentum
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
About Prominent Financial Planning LLC
Prominent Financial Planning is a fee-only, fiduciary CFP practice based in Austin serving Gen X and Millennial households nationwide. It offers project-based advice for DIY investors and ongoing planning plus investment management for clients who delegate, covering retirement, investment strategy, cash-flow, debt, and benefits/insurance reviews. Portfolios are implemented primarily with ETFs; custody includes Schwab. Founder Garrett M. Prom has been featured in outlets such as The New York Times and Investopedia.
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Owner & Executives
GARRETT MICHAEL PROM
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6136371
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,600,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,815,982,829 | 100.0% |
| Total | $8,815,982,829 | 100.0% |