Brian Booker
Prosperity Wealth Management · Port Haywood, Virginia
Brian Booker is a fee-only financial advisor at Prosperity Wealth Management in Port Haywood, Virginia. Prosperity Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prosperity Wealth Management |
|---|---|
| Based in | Port Haywood, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $57.2M across 86 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4649011 |
| Exams passed | Series 63 (2004) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Brian's firm compares
- Prosperity Wealth Management's average account is about $665,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Brian
Is Brian Booker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Prosperity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Prosperity Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Booker based?
Brian Booker is based in Port Haywood, Virginia.
Is Brian Booker registered with the SEC?
Yes. Brian Booker is registered as an investment adviser representative in TX and VA (CRD 4649011), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Prosperity Wealth Management manage?
Prosperity Wealth Management reports $57.2M across 86 accounts in assets under management.
How do I contact Brian Booker?
Contact details aren't on file yet. Search for Prosperity Wealth Management.
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
- 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.
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