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).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $207,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Prospero Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles T. Shearman
CRD#: 2101155
11988 Fishers Crossing Drive, Suite 200, Fishers, IN 46038
96
Wealthminder
score

Charles Shearman (CRD# 2101155) is an Investment Advisor Representative working at Prospero Financial Planning, LLC in Fishers, IN and has over 26 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.

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