PRENTICE FINANCIAL PLANNING, LLC

PRENTICE FINANCIAL PLANNING, LLC of OLYMPIA, WA is an SEC-registered investment adviser (CRD 286565). Regulatory assets under management: $97.3M.

Registration

• CRD: 286565
• Type: Registered investment adviser
• Location: 2407 PACIFIC AVENUE, OLYMPIA, WA, 98501
• Phone: 360-754-0490
• Latest filing: 2026-05-28
• Regulatory AUM: $97.3M
• Discretionary AUM: $97.3M
• Clients: 4
• Accounts: 519

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286565 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search