Plan To Prosper Wealth Management

Plan To Prosper Wealth Management (CRD# 327660) is a financial advisory firm headquartered in Ormond Beach, FL. They manage $85,504,342 in 429 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
595 W. Granada Boulevard, Suite K, Ormond Beach, FL 32174
https://www.myplantoprosper.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $199,311
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Plan To Prosper Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Erick Palacios, financial advisor Ormond Beach FL
Erick J. Palacios
CRD#: 4557570
595 W. Granada Boulevard, Suite K, Ormond Beach, FL 32174

Erick Palacios (CRD# 4557570) is an Investment Advisor Representative working at Plan To Prosper Wealth Management in Ormond Beach, FL and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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