Ashley Michelli
Prostatis Group · Baton Rouge, Louisiana
Ashley Michelli is a fee-only financial advisor at Prostatis Group in Baton Rouge, Louisiana. Ashley focuses on retirement planning, tax planning and estate & legacy planning. Prostatis Group reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Ashley →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Prostatis Group |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $605.4M across 3,806 accounts |
| SEC registration | Investment adviser representative in LA · CRD 7924380 |
| Exams passed | Series 65 (2024) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | prostatisadvisors.com |
Request an introduction to Ashley
Tell Ashley a little about what you're looking for. Ashley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ashley
Is Ashley Michelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Prostatis Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ashley charge for financial advice?
Ashley's firm, Prostatis Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Ashley charge?
According to Prostatis Group's website, checked October 30, 2026: a $500,000 asset minimum.
Does Ashley work with clients virtually?
Yes. Prostatis Group says on its website that it works with clients remotely.
Where is Ashley Michelli based?
Ashley Michelli is based in Baton Rouge, Louisiana.
What does Ashley specialize in?
Ashley's specialties include retirement planning, tax planning and estate & legacy planning. Ashley works with retirees and pre-retirees.
Is Ashley Michelli registered with the SEC?
Yes. Ashley Michelli is registered as an investment adviser representative in LA (CRD 7924380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prostatis Group manage?
Prostatis Group reports $605.4M across 3,806 accounts in assets under management.
How do I contact Ashley Michelli?
Through Ashley's website, prostatisadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Prostatis Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.