David Carnevale
ProsperiTea Planning · Greenfield, Massachusetts
David Carnevale is a fee-only financial advisor at ProsperiTea Planning in Greenfield, Massachusetts, who holds the CFA credential. David charges a one-time planning fee and focuses on tax planning.
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Specialties
Facts
| Firm | ProsperiTea Planning |
|---|---|
| Based in | Greenfield, Massachusetts |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $176.9M across 579 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 8182719 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.prosperiteaplanning.com |
How David's firm compares
- ProsperiTea Planning's average account is about $306,000, from its Form ADV (assets managed divided by 579 accounts).
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Questions about David
Is David Carnevale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and ProsperiTea Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a one-time planning fee.
Where is David Carnevale based?
David Carnevale is based in Greenfield, Massachusetts.
What does David specialize in?
David's specialties include tax planning.
What credentials does David Carnevale hold?
David Carnevale holds the CFA credential.
Is David Carnevale registered with the SEC?
Yes. David Carnevale is registered as an investment adviser representative in MA (CRD 8182719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ProsperiTea Planning manage?
ProsperiTea Planning reports $176.9M across 579 accounts in assets under management.
How do I contact David Carnevale?
Through David's website, www.prosperiteaplanning.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
- ProsperiTea 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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