PROVIDENT FINANCIAL PLANNING, LLC of ADDISON, TX is an SEC-registered investment adviser (CRD 291830). Regulatory assets under management: $174.2M.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |