RIA Intel›Advisers›Washington›PRENTICE FINANCIAL PLANNING, LLC

PRENTICE FINANCIAL PLANNING, LLC

Advisory

OLYMPIA, WA

Data as of May 28, 2026 · Source: SEC Form ADV

Rank in WA

#407

of 505 advisers by AUM

Average account

$187K

across 519 accounts

AUM per adviser

$24M

4 advisers

Source: SEC Form ADV. Figures as filed May 28, 2026.

Total AUM

$97M

Discretionary %

100%

Clients

180

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$97M

Discretionary AUM$97M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients180

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

180 clients

43 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

SOUND FINANCIAL CENTER, LLC

SEQUIM, WA

$100M

PWR FINANCIAL SERVICES, LLC

FEDERAL WAY, WA

$95M

SEIDMAN PRIVATE ADVISORS, LLC

KIRKLAND, WA

$100M

+20.5% 1Y

INTIRETY, LLC

BELLEVUE, WA

$100M

BUCKLEY INVESTMENT GROUP, LLC

WALLA WALLA, WA

$95M

-17.6% 1Y

FLOW FINANCIAL PLANNING, L.L.C.

$94M

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