Rachel Pierini
Provident Living Financial Services · Lehi, Utah
Rachel Pierini is a fee-only financial advisor at Provident Living Financial Services in Lehi, Utah. Rachel charges hourly fees and an ongoing planning fee.
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Facts
| Firm | Provident Living Financial Services |
|---|---|
| Based in | Lehi, Utah |
| Fee model | Hourly · Ongoing planning fee |
| Assets under management | $158.1M across 408 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6555997 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.getprovident.com |
How Rachel's firm compares
- Provident Living Financial Services's average account is about $388,000, from its Form ADV (assets managed divided by 408 accounts).
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Questions about Rachel
Is Rachel Pierini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachel holds no broker registration, and Provident Living Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rachel charge for financial advice?
Rachel charges hourly fees and an ongoing planning fee.
Where is Rachel Pierini based?
Rachel Pierini is based in Lehi, Utah.
Is Rachel Pierini registered with the SEC?
Yes. Rachel Pierini is registered as an investment adviser representative in CA and TX (CRD 6555997), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Provident Living Financial Services manage?
Provident Living Financial Services reports $158.1M across 408 accounts in assets under management.
How do I contact Rachel Pierini?
Through Rachel's website, www.getprovident.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 Living Financial Services 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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