PROMINENT FINANCIAL PLANNING LLC

PROMINENT FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 165836). Regulatory assets under management: $41.6M.

Registration

• CRD: 165836
• Type: Registered investment adviser
• Phone: 512-660-7766
• Latest filing: 2026-01-15
• Regulatory AUM: $41.6M
• Discretionary AUM: $41.6M
• Clients: 1
• Accounts: 243

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165836 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search