# Prudent Financial Planning

> Prudent Financial Planning is a state-registered investment advisory firm in Naples, FL, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 288500
- Filed as: PRUDENT FINANCIAL PLANNING
- Legal name: Prudent Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288500
- AdvisorCensus page: https://advisorcensus.com/firm/prudent-financial-planning-naples-fl-288500

## Quick answers

**How is Prudent Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Prudent Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Prudent Financial Planning located?**
Prudent Financial Planning's principal office is in Naples, FL, according to its Form ADV.

**Is Prudent Financial Planning registered with the SEC or a state?**
Prudent Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288500.

**How much does Prudent Financial Planning manage?**
Prudent Financial Planning reports $17,013,887 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**What types of clients does Prudent Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (14).

**Does Prudent Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288500

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $17,013,887
- Discretionary: $17,013,887
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $9,158,274 |
| High net worth individuals | 14 | $7,855,613 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, NC, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- prudentfinancialplan.com
- Facebook facebook.com
- Instagram @prudent_financial_
- YouTube @patricklogue2988

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prudent Financial Planning (CRD 288500): Form ADV filing data as of October 2026.