Provident Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$169,649,414
Clients
70
Advisors
2
of 2 employees
About
Provident Financial Planning provides asset management and financial planning consulting to individuals, high‑net‑worth clients, trusts, estates and not‑for‑profit organizations, delivering tailored portfolios and ongoing monitoring designed to meet client goals. The firm’s services span investment planning, retirement and tax coordination, and assistance coordinating estate‑planning documents through third‑party providers.
Investment decisions incorporate a mix of fundamental analysis, Modern Portfolio Theory, technical analysis and cyclical analysis, with portfolios rebalanced and monitored on an ongoing basis and offered on both discretionary and non‑discretionary terms. The brochure describes billing that is tied to hours spent actively managing accounts and billed monthly in arrears, and clients may impose reasonable restrictions on security or sector holdings.
What is distinctive about Provident is its multi‑branch footprint—operating five branch offices—while operating with a two‑advisor team and roughly $174 million in discretionary AUM across about 70 client relationships, a configuration that is uncommon among similar supported firms. The firm also makes use of a third‑party estate‑planning technology platform (serving in a scrivener role rather than providing legal drafting) and emphasizes direct custodian arrangements, combining operational features that set it apart from many peers.
Client services
Expertise
Fee options
Fixed project cost for financial planning, negotiable depending on complexity; one-time estate planning coordination fee.
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.65% annually
$300 per hour for financial planning if not engaged for asset management
Fee-only: Financial planning fees charged hourly at $300/hour or a fixed project cost (negotiable). Fee due upon presentation of plan or consulting services. No prepayment of >$500 six months or more in advance.
Main office
15790 Dooley Road, Suite 212
Addison TX 75001
Advisors at this office
2
Most active in
Arizona · Georgia · Texas
Also doing business as
Provident · Provident Financial Planning · Provident Financial Planning, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alexander W
Series 65
Addison, TX
Provident Financial Planning, LLC
Alexander Wilson is a financial advisor at Provident Financial Planning, LLC in Plano, TX, holding a Series 65 designation. He has one year of industry experience, previously working at Navy Federal Credit Union and serving five years in the U.S. Navy. Provident Financial Planning provides asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a mix of fundamental, technical, and cyclical analysis in portfolio construction and offers both discretionary and non-discretionary management tailored to client needs.
Paul M
CFP®, Series 63, Series 66
Addison, TX
Provident Financial Planning, LLC
Paul Michel is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Provident Financial Planning, LLC in Plano, TX. He worked at Fidelity Investments for five years before joining Provident Financial Planning in 2017. Since 2023, he has also served as Chairman of the Advisory Board for Avondale Investment Management in Dallas, providing ministerial and advisory support. Provident Financial Planning offers asset management and financial planning services to individuals, trusts, estates, and not-for-profit organizations, managing approximately $155 million in discretionary assets. The firm employs a combination of fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, and provides both discretionary and non-discretionary portfolio management tailored to client-specific restrictions.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)