# Eric Wathen

> Eric Wathen is a fee-only financial advisor at Provident Investment Management in Novi, Michigan, who holds the CFA credential. Eric focuses on family wealth transfer. Provident Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-wathen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Provident Investment Management
- **Based in:** Novi, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.13B across 910 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5396167 (https://adviserinfo.sec.gov/individual/summary/5396167)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.investprovident.com

## Frequently asked questions

### Is Eric Wathen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Provident Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Provident Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### How much does Eric charge?

According to Provident Investment Management's website, checked October 30, 2026: a $500,000 asset minimum.

### Does Eric work with clients virtually?

Yes. Provident Investment Management says on its website that it works with clients remotely.

### Where is Eric Wathen based?

Eric Wathen is based in Novi, Michigan.

### What does Eric specialize in?

Eric's specialties include family wealth transfer. Eric works with multi-generational families.

### What credentials does Eric Wathen hold?

Eric Wathen holds the CFA credential.

### Is Eric Wathen registered with the SEC?

Yes. Eric Wathen is registered as an investment adviser representative in MI and TX (CRD 5396167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Provident Investment Management manage?

Provident Investment Management reports $1.13B across 910 accounts in assets under management.

### How do I contact Eric Wathen?

Through Eric's website, www.investprovident.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5396167): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.investprovident.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.