Prudent Financial Planning LLC (PFP) manages investment portfolios and provides financial planning to individuals and families. PFP offers ongoing financial planning services tailored to different net worth levels, including cash flow planning, investment management, insurance evaluation, estate planning, and business planning. PFP also offers project-based and hourly financial planning engagements.
Assets Under Management$17M
Clients79
Advisors1
Avg. per Client$220K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
Fees are negotiable. Initial planning fees are waived and billing switches to AUM fee schedule once assets under management exceed $500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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