Creig Manson is not listed as a control person, but directly owns between 5% and 10% of Provident Financial Planning.
Provident Financial Planning is an investment adviser based in Addison, TX, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $174 million, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7780640
- Firm
- Provident Financial Planning · CRD 291830
- Role
- Partner
- In role since
- June 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Addison, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Creig Manson work?
Creig Manson has been Partner of Provident Financial Planning, LLC since June 2023.
How can I verify Creig Manson’s record?
Creig Manson’s role is listed on Provident Financial Planning, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 291830.
