Brian Drolet
Prestige Wealth Management · Southlake, Texas
Brian Drolet is a fee-only financial advisor at Prestige Wealth Management in Southlake, Texas, who holds the CFP credential. Prestige Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prestige Wealth Management |
|---|---|
| Based in | Southlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $148.4M across 881 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5564860 |
| Exams passed | Series 63 (2008) · Series 65 (2011) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pwealthmgmt.com |
| Profile |
How Brian's firm compares
- Prestige Wealth Management's average account is about $168,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Brian
Is Brian Drolet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Prestige 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, Prestige Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Drolet based?
Brian Drolet is based in Southlake, Texas.
What credentials does Brian Drolet hold?
Brian Drolet holds the CFP credential.
Is Brian Drolet registered with the SEC?
Yes. Brian Drolet is registered as an investment adviser representative in TX (CRD 5564860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prestige Wealth Management manage?
Prestige Wealth Management reports $148.4M across 881 accounts in assets under management.
How do I contact Brian Drolet?
Through Brian's website, www.pwealthmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Southlake
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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