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Prosperity Financial Planning
Prosperity Financial Planning LLC is a registered investment adviser with the state of Florida and the commonwealth of Pennsylvania. The firm provides...
Overview
Prosperity Financial Planning LLC is a registered investment adviser with the state of Florida and the commonwealth of Pennsylvania. The firm provides flat-fee financial planning and investment management and publishes educational content on retirement, tax, and cash-flow planning. Advisory relationships are established only through a formal investment advisory agreement.
General information
Firm type
RIA
Location
City
Kissimmee, FL
Principals
Elizabeth McCollum
CFP®
Elizabeth McCollum
Frequently asked questions
Who are the key personnel at Prosperity Financial Planning?
The firm's principal names and leadership are not publicly available in the sources consulted. The firm is registered as a state-level investment advisor, but specific professional biographies were not captured.
Is Prosperity Financial Planning a fiduciary?
As a registered investment advisor, the firm is bound by a fiduciary duty to act in clients' best interests. This standard applies to the advisory services it provides. The firm's regulatory filings confirm its status as a state-registered RIA.
What is the typical client profile for Prosperity Financial Planning?
The firm serves individual clients, including those focused on retirement planning. High-net-worth families are also part of the client base. The firm does not appear to target institutional investors or large endowments.
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