PRUDENT FINANCIAL PLANNING

PRUDENT FINANCIAL PLANNING of NAPLES, FL is an SEC-registered investment adviser (CRD 288500). Regulatory assets under management: $17.0M.

Registration

• CRD: 288500
• Type: Registered investment adviser
• Location: 4500 EXECUTIVE DR., NAPLES, FL, 34119
• Phone: (239) 230-0395
• Latest filing: 2026-05-22
• Regulatory AUM: $17.0M
• Discretionary AUM: $17.0M
• Clients: 3
• Accounts: 278

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288500 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search