# PROVIDENT FINANCIAL PLANNING, LLC

PROVIDENT FINANCIAL PLANNING, LLC of ADDISON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 291830
- Type: SEC-registered investment adviser
- SEC file number: 801-123142
- Location: 15790 DOOLEY ROAD, SUITE 212, ADDISON, TX, 75001
- Phone: 888-752-6234
- Latest filing: 2026-03-24
- Regulatory AUM: $174.2M
- Discretionary AUM: $174.2M
- Clients: 2
- Accounts: 343

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Paul Shannon Michel | CEO, CCO & MANAGING MEMBER | — |
| Neal Reinig | MEMBER | — |
| Creig Manson | PARTNER | — |
| MICHEL PAUL SHANNON | CCO AND MANAGING MEMBER; CEO AND MANAGING MEMBER; CEO, CCO & MANAGING MEMBER | — |
| Montgomery Zachary Joseph | CFO; CFO AND CCO | — |
| Reinig Neal | MEMBER | — |
| Manson Creig | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291830/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291830/similar
- Related entities: https://search.stillhousedata.com/firm/291830/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291830

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.