Prospero Financial Planning, LLC

Prospero Financial Planning, LLC (CRD# 113046) is a financial advisory firm headquartered in Noblesville, IN. They manage $4,499,085 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
23 South 8th Street, Suite 3400, Noblesville, IN 46060
http://www.prosperofp.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $374,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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 Shearman, financial advisor Fishers IN
Charles T. Shearman
CRD#: 2101155
11988 Fishers Crossing Drive, Suite 200, Fishers, IN 46038

Charles Shearman (CRD# 2101155) is an Investment Advisor Representative working at Prospero Financial Planning, LLC in Fishers, IN and has over 33 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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