Carolanne Chavanne
Prosperity Wealth Planning · Long Beach, California
Carolanne Chavanne is a fee-only financial advisor at Prosperity Wealth Planning in Long Beach, California, who holds the CFP credential. Carolanne charges a percentage of assets and a flat fee or retainer (typically works with clients with $1,000,000 or more) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Prosperity Wealth Planning |
|---|---|
| Based in | Long Beach, California |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $269.2M across 621 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1767189 |
| Exams passed | Series 63 (1992) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | prosperitywealthplanning.com |
| Profile |
How Carolanne's firm compares
- Prosperity Wealth Planning's average account is about $434,000, from its Form ADV (assets managed divided by 621 accounts).
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Questions about Carolanne
Is Carolanne Chavanne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carolanne holds no broker registration, and Prosperity Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carolanne charge for financial advice?
Carolanne charges a percentage of assets and a flat fee or retainer.
How much does Carolanne charge?
According to Prosperity Wealth Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Carolanne Chavanne based?
Carolanne Chavanne is based in Long Beach, California.
What does Carolanne specialize in?
Carolanne's specialties include retirement planning. Carolanne works with retirees and pre-retirees.
What credentials does Carolanne Chavanne hold?
Carolanne Chavanne holds the CFP credential.
Is Carolanne Chavanne registered with the SEC?
Yes. Carolanne Chavanne is registered as an investment adviser representative in CA and TX (CRD 1767189), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prosperity Wealth Planning manage?
Prosperity Wealth Planning reports $269.2M across 621 accounts in assets under management.
How do I contact Carolanne Chavanne?
Through Carolanne's website, prosperitywealthplanning.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
- Prosperity Wealth Planning 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.
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