Provident Wealth Advisors, LLC

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

2

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Provident Wealth Advisors, LLC (PWA) offers personalized financial consulting and solicits for third-party investment managers. Services include financial objective determination, problem identification, cash flow management, insurance review, investment management, education funding, retirement and estate consulting. PWA does not sell commissioned products.

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.99%

Fee may be negotiable at the sole discretion of PWA.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$99
Hourly Rate:Up to $350/hr

PWA's fees are based on fixed fees and solicitor fees from third-party money managers. The third-party money management service fees are 0.99% of assets under management, and this fee may be negotiable. Financial consulting flat fees are offered at $350 per hour. Fixed fee services are offered based on a Strategic Advanced Wealth Management Membership for $99 per month.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Location

25511 Budde Rd., Suite 1002, The Woodlands, TX, 77380

2 Advisors at this firm