Advisor at Prudent Prosperity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Pranav Shingala is a financial advisor at Prudent Prosperity with a Series 65 credential and one year of industry experience. He previously worked at The Goldman Sachs Group, Inc. for ten years and has held roles at several other firms including MyTimeEquity, LLC and Tax Planning Consultants LLC. He also owns Prudent Wealth Solutions, LLC, a firm providing accounting and tax preparation services. Prudent Prosperity offers investment management services primarily to pooled vehicles and institutional clients, while also providing subscription-based and customized financial planning, tax, and estate planning services to individual households. The firm’s approach combines Modern and Post-Modern Portfolio Theory with a focus on long-term, tax-aware ETF allocations and selective use of alternative investments.
Based on Prudent Prosperity
Based on Prudent Prosperity
Based on Prudent Prosperity
Subscription Plans and Build-Your-Own fees are flat fees charged annually and paid monthly or quarterly in advance.
Insurance and annuities are commission-based; commissions paid to insurance companies separate from advisory fees.
Subscription Plans paid monthly or quarterly in advance: Foundation Plan $3,000/year, Elevate Plan $6,000/year, Lighthouse Plan $10,000/year.
Fee-only: Subscription Plans: Foundation Plan $3,000/year, Elevate Plan $6,000/year, Lighthouse Plan $10,000/year; Build-Your-Own: Investment Management $350 setup fee plus $150/month per account; Tax Planning or Financial Planning $2,000/year; Tax Planning and Financial Planning $3,500/year; Tax Preparation & Filing $300-$3,000 depending on complexity.
Little Elm, TX
Texas
Cope Equities, LLC
2025 - Present (1 year)
Prudent Prosperity of Texas LLC
2024 - Present (2 years)
MyTimeEquity, LLC
2022 - 2024 (2 years)
Tax Planning Consultants LLC
2021 - 2022 (1 year)
Makhani Enterprises, Inc.
2019 - 2021 (2 years)
The Goldman Sachs Group, Inc.
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
Series 65
Corinth, TX
Tooth & Coin Wealth
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Series 63, Series 65
Frisco, TX
Avenue Retirement Services
CFP®, Series 66
Plano, TX
Texwealth
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