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- Custodian
- Charles Schwab & Company ยท Equity Trust
- Clients
- Retail and Institutional
- Platforms
- Frontier pioneerPrime
- Established Date
- 01-24-2018
- Office Locations
- 1
Office Locations
About Provident Financial Planning, LLC
Provident Financial Planning is an RIA delivering customized financial planning, investment management, retirement income planning, and tax strategy for people building wealth or nearing retirement, as well as business owners. Investment guidance may use individual stocks and bonds, mutual funds, index ETFs, and alternative investments. Offers flat-fee or AUM pricing; its annual model can include personal federal and state tax return filing, and it uses Morningstar account aggregation. Ramsey SmartVestor Pro with offices in TX, GA, and AZ.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
PAUL SHANNON MICHEL
Chief Compliance Officer, Chief Executive Officer, Director, Managing Member
- CRD
- #5573836
- Ownership
- 75% or more
Creig Manson
PARTNER
- CRD
- --
- Ownership
- 5% but less than 10%
Legacy vertex
Signal focus
- CRD
- #26094
- Ownership
- 12.6%
Showing 2 of 3 owners & executives
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Alexander Woodrow Wilson
--
- CRD
- #8216285
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,175,082 | $507,799 |
| Non-Discretionary | $0 | -- |
| Total | $174,175,082 | $507,799 |
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Separately Managed Accounts
Total SMA Asset: $174,175,082
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $701,403,740 | 16.9% |
| Other | $597,645,790 | 14.4% |
| Equity - Exchange | $547,841,975 | 13.2% |
| Corporate - Investment Grade | $456,534,979 | 11.0% |
| U.S. Government/Agency | $195,064,945 | 4.7% |
| Corporate - Non-Investment Grade | $522,940,067 | 12.6% |
| Municipal Bonds | $672,351,514 | 16.2% |
| Cash | $456,534,979 | 11.0% |
| Total | $4,150,317,989 | 100.0% |