CRD: 285028
THE Prudent Planner, LLC
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- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-30-2016
- Office Locations
- 1
Office Locations
About THE Prudent Planner, LLC
The Prudent Planner, LLC is a Salt Lake City, Utah RIA providing financial planning and investment management, including tax, estate, charitable, and insurance planning. The firm focuses on entrepreneurs and retirees and builds diversified portfolios using ETFs, equities, cash, and investment-grade/government bonds with an asset-allocation and risk-management approach. Custody is supported via Fidelity/NFS and Betterment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN MICHAEL DIEHL
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #4136906
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,250,000 | -- |
| Total | $1,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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