Provident Financial Planning, LLC fees and pricing
Financial planner in Addison, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Provident Financial Planning, LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“For clients who do not engage our firm for its ongoing asset management services, we will charge an hourly fee of $300 or a fixed project cost, which may be negotiable depending upon the nature and complexity of the client's circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Provident Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees shown above are annual fees and may be negotiable based upon certain circumstances.”
- “We will send you an invoice detailing the fee calculation.”
- “Fees are due in full 15 days after receipt of the invoice.”
How Provident Financial Planning, LLC’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
About Provident Financial Planning, LLC
“Provident Financial Planning offers asset management and financial planning consulting services, with an emphasis on building portfolios designed to meet the needs of our clients.”
- Firm size: 2 employees.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- No minimum stated in brochure
- Clients
- 70
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $174,175,082
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291830
- Phone
- (888) 752-6234
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.