# Prosperity Financial Planning

Prosperity Financial Planning is a RIA based in Kissimmee, FL.

## Overview

- **Organization type:** RIA
- **Headquarters:** Kissimmee, FL
- **Assets under management:** Undisclosed
- **Website:** https://prosperityfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/ewmccollum

## Regulatory record

- **CRD number:** 336596
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336596

## About

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.

## People

- Elizabeth McCollum — CFP®
- Elizabeth McCollum

## 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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- [COVEPILOT LLC](https://altss.com/profile/covepilot-llc)
- [PB Wealth, LLC](https://altss.com/profile/pb-wealth-llc)

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Last updated: 2026-08-11T15:07:49.000Z

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