Prentice Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prentice Financial Planning provides investment management, comprehensive or topic-specific financial planning, and retirement plan consulting and fiduciary services to individual households, trust and estate clients, and plan sponsors. Services are offered as ongoing portfolio management or as stand‑alone financial planning engagements and can include participant‑level and plan‑level work for employer‑sponsored retirement plans.
The firm follows a long‑term, globally diversified investment philosophy with an emphasis on tax‑sensitive implementation and behavioral coaching. Its process uses capital market assumptions and optimization to set strategic weightings, implements portfolios primarily with mutual funds and ETFs, and includes regular monitoring such as monthly reviews for tax‑loss harvesting and periodic tactical adjustments; the brochure also references an "apprentice" investment methodology as part of its analytical framework.
Prentice distinguishes itself with explicit values‑based options — including ESG strategies and portfolios constructed to align with United States Conference of Catholic Bishops guidelines — and an identified ultra‑conservative allocation for clients seeking lower volatility. The firm also emphasizes hands‑on implementation support for planning recommendations and operates as a small, collaborative adviser team with dedicated paraplanning and operations support, which can result in more direct involvement in executing client plans than is typical at larger firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $850,000: 1.5% $850,001 - $1,500,000: 0.9% $1,500,001+: 0.1%
Account minimum: $1,000,000 Fee-only: Fixed fees for Financial Plan Consulting ranging from $35 to $6,350 depending on service delivery, paid in two installments (50% upfront, 50% at delivery).
Main office
2407 Pacific Avenue, Suite A
Olympia WA 98501
Advisors at this office
4
Most active in
Texas · Washington
Also doing business as
Prentice Financial Planning · Prentice Financial Planning LLC · Prentice Financial Planning, LLC · Prentice Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kaleigh P
Series 65, Series 66
Olympia, WA
Prentice Financial Planning, LLC
Kaleigh Prentice is a financial advisor at Prentice Financial Planning, LLC with 11 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at LPL Financial prior to founding and managing her own firms. Outside of her advisory role, she operates a small business specializing in making and decorating sugar cookies. Prentice Financial Planning provides investment management, comprehensive and topic-specific financial planning, and fiduciary services to individual households, estate clients, and plan sponsors. The firm follows a long-term, globally diversified investment philosophy with an emphasis on tax-sensitive strategies, behavioral coaching, and offers values-based portfolio options including ESG and ultra-conservative allocations.
Wendy W
Series 65
Olympia, WA
Prentice Financial Planning, LLC
Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.
Melissa J
Series 65
Olympia, WA
Prentice Financial Planning, LLC
Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.
Andrew P
CFP®, Series 66
Olympia, WA
Prentice Financial Planning, LLC
Andrew Prentice is a CFP® professional with 20 years of experience in the financial services industry. He is the principal at Prentice Financial Planning, LLC, where he has worked since 2017. His prior roles include positions at Columbia River Advisors, Bliss Investments LLC, and independent insurance agent work. He is also a one-third member of PTS Holdings, LLC, which owns the building housing Prentice Financial Planning. Prentice Financial Planning provides investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, and plan sponsors. The firm employs a long-term, globally diversified investment philosophy with tax-sensitive strategies and behavioral coaching, offering values-based and ultra-conservative portfolio options within a collaborative, client-focused team environment.
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