Elizabeth McCollum
Prosperity Financial Planning · Celebration, Florida
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.
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Specialties
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 |
| SEC registration | Investment adviser representative in FL, PA · CRD 7520615 |
| Exams passed | Series 66 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | prosperityfinancialplanning.com |
| Profile |
How Elizabeth's firm compares
- Ongoing planning starts at $6,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
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Questions about Elizabeth
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.
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 Financial 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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