CRD: 288500
Prudent Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2017
- Office Locations
- 1
Office Locations
About Prudent Financial Planning
Prudent Financial Planning provides financial planning and investment management for high-earning professionals, with a niche serving medical/health practice owners and attorneys tackling student loan debt. The firm helps clients improve cash flow, manage debt, and build or maintain wealth through portfolio construction, tax and insurance planning, and estate/charitable strategies. Investment implementation includes mutual funds, ETFs, and fixed income, with assets custodied at Schwab and planning/CRM supported by RightCapital and Wealthbox.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK JOSEPH LOGUE
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #4589561
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,013,887 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,013,887 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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