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PRUDENT FINANCIAL PLANNING LLC

Advisory

NAPLES, FL

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in FL
#2,041
of 2,610 advisers by AUM
Average account
$61K
across 278 accounts
AUM per adviser
$17M
1 advisers

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM
$17M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$17M
Discretionary AUM$17M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients79
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, IL, NC, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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