Firm
Provident Financial Planning
Addison, Texas
Fee-only
Facts
| Based in | Addison, Texas |
|---|---|
| Website | providentfp.com |
| [email protected] | |
| Phone | (888) 752-6234 |
Provident Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"The annual fee model begins at $ 10,000 , which includes filing personal federal and state tax returns." source
"we do not impose a minimum wealth requirement" source
"our services are most beneficial for those with at least $750,000 in assets" source
"We offer clients a flat fee or asset under management fee." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $174 million |
| Individual clients | 13 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 291830 |