Paul Michel has been CEO, CCO & Managing Member of Provident Financial Planning since December 2017, is a control person of the firm and directly owns 75% or more of it.
Provident Financial Planning, LLC is an Addison, TX firm with $174M under management, 72 clients and 2 advisers across 5 offices, as of its March 2026 filing.
Paul S. Michel is Founder & CEO of Provident Financial Planning. He serves high-income and high net worth families who are accumulating or transferring wealth. He and Marchelle Michel established the non-profit Provident Widows and Orphans Foundation, which offers free financial, tax and legal advice to young families who have experienced the death of one or both spouses.
Paul Michel’s longest registration is the current one, 8 years at Provident Financial Planning since 2018. Before joining Provident Financial Planning in 2018, Paul Michel was registered through Strategic Advisers, Inc.
- – present · 8 yearsAddison, TX · Adviser representative · Firm CRD 291830
- Strategic Advisers, Inc.– · 5 yearsSouthlake, TX · Adviser representative · Firm CRD 104555
Professional designations
Listed by Provident Financial Planning
- Accredited Estate Planner (AEP)
- Certified Financial Planner (CFP)
Investment adviser representative registrations
Paul Michel is registered as an investment adviser representative in 2 states. The first approvals date from January 2018; the most recent is Georgia, in July 2024.
- GeorgiaSince 10 July 2024
- TexasSince 24 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 June 2012 |
| Series 7 | General Securities Representative Examination | 12 May 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 October 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 June 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul Shannon Michel
- CRD
- 5573836
- Firm
- Provident Financial Planning · CRD 291830
- Role
- CEO, CCO & Managing Member
- Office
- 15790 DOOLEY ROAD, SUITE 212, Addison, TX 75001
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- providentfp.com
Where does Paul Michel work?
Paul Michel has been CEO, CCO & Managing Member of Provident Financial Planning, LLC since December 2017, and is a control person of the firm.
Is Paul Michel a financial advisor?
Yes. Paul Michel has a current investment-adviser registration in Georgia and Texas, through Provident Financial Planning since January 2018.
How many years of experience does Paul Michel have?
Paul Michel has 15 years in the financial industry, since December 2010, across 2 adviser firms.
What exams has Paul Michel passed?
Paul Michel has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in June 2010. FINRA credited Paul Michel with the SIE, which began in October 2018.
Where did Paul Michel work before Provident Financial Planning?
Before Provident Financial Planning, Paul Michel was registered through Strategic Advisers, Inc., June 2012 to December 2017.
Where is Paul Michel based?
Paul Michel’s registered office is in Addison, TX.
Is Paul Michel registered with FINRA?
No. Paul Michel has no current broker registration.
Is Paul Michel a CFP?
Provident Financial Planning lists Paul Michel with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Paul Michel’s record?
Search CRD 5573836 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Michel’s full registration record.