Prudent Financial Planning LLC is a registered investment advisor based in Naples, Florida, founded in 2017 and led by Patrick Logue. The firm specializes in managing individually tailored investment portfolios using passive investment strategies like index mutual funds and exchange-traded funds, alongside comprehensive financial planning services. Prudent Financial Planning organizes its ongoing planning into distinct tiers based on client life stages and net worth, covering topics such as cash flow planning, budgeting, retirement distribution strategies, tax planning, employee benefits review, and estate planning support. The firm also offers project-based and hourly financial planning for specific needs. Prudent Financial Planning acts legally required to act in your best interest as a Certified Financial Planner professional, serving individuals, high-net-worth individuals, charitable organizations, and business owners.
Fee Structure
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 and prorated monthly in advance. Initial planning fees are waived once assets exceed $500,000.