Prufid Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$242,799,617
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
27
100% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
LowAverage account size
$8,992,578
About
PruFid Financial Advisors provides ongoing, fee-only portfolio management and related advisory services to individuals and high-net-worth clients as well as a range of institutional clients. The firm’s client list, as described in its brochure, includes corporate pension and profit-sharing plans, private investment funds, trust programs, and other U.S. and international institutions.
The firm follows a strategic asset-allocation approach implemented primarily with mutual funds and ETFs, drafting a written Investment Policy Statement for each client and recommending specific transactions for client approval. Accounts are reviewed at least quarterly and the brochure discloses roughly $358 million in assets under management, with the majority of those assets managed on a non‑discretionary basis (approximately $274 million non‑discretionary and $84 million discretionary).
What distinguishes the firm relative to many peers is its mix of institutional and cross-border clients alongside a relatively large asset base per advisor for a firm of this size. The brochure also notes access to certain DFA and Bridgeway funds that are generally available only through approved fee-only advisers, a reliance on low‑cost passive funds and written proxy and ethics policies, and a practice of not accepting third‑party sales compensation.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $10,000,000: 0.235% per year $10,000,000 - $20,000,000: 0.11% per year $20,000,000 - $50,000,000: 0.055% per year $50,000,000 - $100,000,000: 0.03% per year $100,000,000+: 0.02% per year
Account minimum: $3,000,000 Minimum fee: Minimum annual fee of $30,000 ($7,500 per quarter) Fee-only: Fee-only basis for PRUFID Portfolio Management Service
Most active in
Prufid Financial Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")