# Prentice Financial Planning

Prentice Financial Planning is a Bank / Wealth / Trust based in Olympia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Olympia, United States
- **Region:** North America
- **Address:** Olympia, WA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** prenticefp.com
- **LinkedIn:** linkedin.com/company/prenticefinancialplanning

## Regulatory record

- **CRD number:** 286565
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-15T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286565

## About

Prentice Financial Planning is a state-registered investment adviser in Olympia, WA. The firm manages $97 million in regulatory assets. It has 4 employees and 4 investment advisers.

## Questions

### What services does Prentice Financial Planning offer?

Prentice Financial Planning provides financial planning, retirement planning, and investment management services to individuals and families. The firm's advisory offering is built around comprehensive planning engagements that address tax considerations, portfolio construction, and long-term wealth management objectives, according to its regulatory disclosures.

### Is Prentice Financial Planning a fiduciary?

As a registered investment advisor, Prentice Financial Planning is subject to fiduciary obligations under the Investment Advisers Act of 1940, requiring the firm to act in its clients' best interests. The regulatory framework mandates conflict-of-interest disclosure and a duty of care in advisory relationships.

### Does Prentice Financial Planning serve institutional clients?

Prentice Financial Planning's public disclosures and advisory literature indicate a primary focus on individual and family clients rather than institutional mandates such as pension funds, endowments, or sovereign entities. The firm's investment management services are structured around personal financial planning objectives.

### Who founded Prentice Financial Planning?

Public records do not clearly identify a named founder or the year the firm was established. The practice operates under a structure typical of independent advisory firms in secondary U.S. markets, with ownership held by practicing advisors whose identities are not prominently disclosed in publicly accessible materials.

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- [Premji Invest](https://altss.com/profile/premji-invest)
- [Prepared Retirement Institute](https://altss.com/profile/prepared-retirement-institute)

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Last updated: 2026-06-03T20:00:00.000Z

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