SEC Form ADV

PROVIDENT FINANCIAL PLANNING, LLC

Registered Investment AdviserTX
$174.2M
Assets Under Management
343
Total Clients
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Registration Details

Accession
CRD-291830
Location
ADDISON, TX
Filing Date
March 24, 2026
AUM
$174.2M
Total Clients
343
Amendment
No

About this Adviser

PROVIDENT FINANCIAL PLANNING, LLC is a registered investment adviser headquartered in ADDISON, TX, managing approximately $174.2M in assets across 343 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.