Provident Wealth Advisors (PWA) offers personalized financial consulting and connects individuals with third-party investment managers. PWA provides advice through consultations, covering financial objectives, problem identification, cash flow, insurance, investments, education, retirement, and estate planning. PWA is a fee-based firm and does not sell commissioned products. The firm's Managing Member is affiliated with an entity that sells financial insurance products.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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