← Tributary

PROVIDENT FINANCIAL PLANNING, LLC

ADDISON, TX · CRD 291830 · IAPD ↗ · providentfp.com · 888-752-6234

$174.2MRegulatory AUM
2Advisory reps
2Employees
1Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PROVIDENT FINANCIAL PLANNING, LLC moved its main office from PLANO, TX to ADDISON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
August 2024 — PROVIDENT FINANCIAL PLANNING, LLC moved its main office from SOUTHLAKE, TX to PLANO, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
August 2024 — PROVIDENT FINANCIAL PLANNING, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
February 2024 — PROVIDENT FINANCIAL PLANNING, LLC notice-filed in AZ, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
February 2024 — PROVIDENT FINANCIAL PLANNING, LLC reported RAUM up 29% ($102.6M -> $132.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.