Prospero Financial Planning, LLC
Prospero Financial Planning, LLC (CRD# 113046) is a financial advisory firm headquartered in Noblesville, IN. They manage $5,816,170 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$207,720
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Charles Shearman (CRD# 2101155) is an Investment Advisor Representative working at Prospero Financial Planning, LLC in Fishers, IN and has over 27 years of experience in the finance industry. Charles Shearman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.