Paul Michel
Provident Financial Planning · Addison, Texas
Paul Michel is a fee-only financial advisor at Provident Financial Planning in Addison, Texas, who holds the CFP credential. Paul charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,000 a year and no asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Provident Financial Planning |
|---|---|
| Based in | Addison, Texas |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $174.2M across 343 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 5573836 |
| Exams passed | Series 63 (2010) · Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | providentfp.com |
| Profile |
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Questions about Paul
Is Paul Michel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Provident Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.
How much does Paul charge?
According to Provident Financial Planning's website, checked October 30, 2026: ongoing planning from $10,000 a year; no asset minimum.
Where is Paul Michel based?
Paul Michel is based in Addison, Texas.
What does Paul specialize in?
Paul's specialties include retirement planning, estate & legacy planning, tax planning, pension planning and small business owners. Paul works with retirees, pre-retirees and high earners.
What credentials does Paul Michel hold?
Paul Michel holds the CFP credential.
Is Paul Michel registered with the SEC?
Yes. Paul Michel is registered as an investment adviser representative in GA and TX (CRD 5573836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Provident Financial Planning manage?
Provident Financial Planning reports $174.2M across 343 accounts in assets under management.
How do I contact Paul Michel?
Through Paul's website, providentfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Provident Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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