Advisor at Provident Wealth Management Inc
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Firm
Provident Wealth Management Inc
Location
Erie, PA 16506
Credentials
ChFC®, Series 63, Series 65
Industry experience
42 years
Donald Smith is the owner, principal, and president of Provident Wealth Management, Inc. in Erie, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including over two decades at Provident Private Capital Partners, Inc. and more than 39 years with Provident Wealth Management. Provident Wealth Management provides financial planning, investment supervisory services, and asset-allocation advice to individuals and a range of institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs an eclectic investment approach combining fundamental, technical, and cyclical analysis with strategic and tactical asset allocation, offering both discretionary and non-discretionary account management tailored to client objectives.
Based on Provident Wealth Management Inc
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: Negotiated based on services provided
Adviser or its supervised persons may receive asset-based commissions and service fees from affiliated broker/dealers and fund companies, but not from investments held in TD Ameritrade brokerage accounts.
$300 to $500 per hour for financial planning and investment consultations
3527 West 26 Th Street
Erie, PA 16506
Pennsylvania
Provident Private Capital Partners, Inc.
1997 - 2020 (23 years)
Provident Wealth Management, Inc.
1987 - Present (39 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 65
Erie, PA
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Series 63, Series 65
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CFP®, CFA®, Series 65
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Series 66
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Series 65
Erie, PA
Robbins Wealth Management
CFA®
Erie, PA
Bishop & Company Investment Management, LLC
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