Provident Living Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based discretionary asset management, financial planning and consulting, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations and business entities. It manages ongoing portfolios and prepares client-specific analyses such as net worth statements and risk assessments, with periodic reviews communicated to clients.
Investment implementation is discretionary and guided by a mix of fundamental, technical, charting and cyclical analysis, with investment programs documented in client profiles and investment policy statements and account reviews performed at least quarterly. For qualified retirement plans the firm can act as either a limited-scope ERISA 3(21) adviser or as a discretionary 3(38) investment manager, providing selection, monitoring and ERISA-focused fiduciary services.
Compared with many similarly sized independent advisers, the firm has an atypical accounting and tax-preparation background: its principal holds CFP and EA credentials and has historically operated tax-preparation and accounting businesses, an affiliation pattern that the brochure notes has recently been adjusted. The firm also operates with a small multi-role structure rather than a traditional solo advisory model and participates in an institutional custody and execution program.
Client services
Expertise
Fee options
$0 - $500,000: 1.3% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
Account minimum: $1,000,000 Fee-only: Annual fees up to 1.3% on assets under management, billed quarterly in advance.
Main office
2021 NW Myhre Rd, Ste 225
Silverdale WA 98383
Advisors at this office
1
Most active in
Washington
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
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