# Elizabeth McCollum

> Elizabeth McCollum is a fee-only financial advisor at Prosperity Financial Planning in Celebration, Florida, who holds the CFP credential. Elizabeth charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $6,000 a year) and focuses on flat-fee planning, retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/elizabeth-mccollum/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Prosperity Financial Planning
- **Based in:** Celebration, Florida
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning, Estate & legacy planning
- **CRD:** 7520615 (https://adviserinfo.sec.gov/individual/summary/7520615)
- **SEC registration:** Investment adviser representative in FL, PA
- **Exams passed:** Series 66 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://prosperityfinancialplanning.com/

## Frequently asked questions

### Is Elizabeth McCollum a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Prosperity Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth charges a flat fee or retainer and an ongoing planning fee.

### How much does Elizabeth charge?

According to Prosperity Financial Planning's website, checked October 30, 2026: ongoing planning from $6,000 a year.

### Where is Elizabeth McCollum based?

Elizabeth McCollum is based in Celebration, Florida.

### What does Elizabeth specialize in?

Elizabeth's specialties include flat-fee planning, retirement planning and estate & legacy planning.

### What credentials does Elizabeth McCollum hold?

Elizabeth McCollum holds the CFP credential.

### Is Elizabeth McCollum registered with the SEC?

Yes. Elizabeth McCollum is registered as an investment adviser representative in FL and PA (CRD 7520615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Elizabeth McCollum?

Through Elizabeth's website, prosperityfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7520615): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.prosperityfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.