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- Custodian
- Fidelity/NFS ยท Lincoln Financial
- Clients
- Retail
- Platforms
- FoundationFrontier +more
- Established Date
- 11-04-2003
- Office Locations
- 1
Office Locations
About Prudent Money Financial Services
Prudent Money Financial Services is a Texas-based retail advisory led by Bob Brooks, combining financial planning and investment guidance with a stewardship-first, faith-informed perspective. The firm supports clients with asset allocation, risk management, and insurance and estate planning needs, and reaches prospects through the Prudent Money radio show, blogs, and a daily email community. Custody relationships include Fidelity/NFS.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ROBERT PAXTON BROOKS
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #2257109
- Ownership
- 50% but less than 75%
BRIAN LEE GERBER
Analyst
- CRD
- #1303639
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,672,957 | $86,475 |
| Non-Discretionary | $9,926,068 | $19,701 |
| Total | $30,599,025 | $85,718 |
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Separately Managed Accounts
Total SMA Asset: $30,599,025
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,148,501,190 | 36.5% |
| Cash | $1,612,847,468 | 27.4% |
| Municipal Bonds | $1,247,896,581 | 21.2% |
| Equity - Exchange | $877,059,390 | 14.9% |
| Total | $5,886,304,629 | 100.0% |