# Eric Franklin

> Eric Franklin is a fee-only financial advisor at Prospero Wealth in Seattle, Washington, who holds the CFP credential. Eric charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $5,000 and $250 an hour) and focuses on equity compensation, retirement with concentrated positions and estate & legacy planning.

Page: https://find.wellspent.co/advisors/eric-franklin/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Prospero Wealth
- **Based in:** Seattle, Washington
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $5,000; $250 an hour; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $110.6M across 304 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement with concentrated positions, Estate & legacy planning, Tax planning
- **Works with:** Tech employees
- **CRD:** 6885992 (https://adviserinfo.sec.gov/individual/summary/6885992)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://prosperowealth.com

## Frequently asked questions

### Is Eric Franklin a fee-only financial advisor?

Yes. Eric Franklin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.

### How does Eric charge for financial advice?

Eric charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Eric charge?

According to Prospero Wealth's website, checked October 28, 2026: one-time plans from $5,000; $250 an hour; 1% a year on the first tier of assets managed.

### Where is Eric Franklin based?

Eric Franklin is based in Seattle, Washington.

### What does Eric specialize in?

Eric's specialties include equity compensation, retirement with concentrated positions, estate & legacy planning and tax planning. Eric works with tech employees.

### What credentials does Eric Franklin hold?

Eric Franklin holds the CFP credential.

### Is Eric Franklin registered with the SEC?

Yes. Eric Franklin is registered as an investment adviser representative in TX and WA (CRD 6885992), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Prospero Wealth manage?

Prospero Wealth reports $110.6M across 304 accounts in assets under management.

### How do I contact Eric Franklin?

Through Eric's website, prosperowealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/eric-franklin-54130): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://prosperowealth.com/): specialties, clients served, and fees, checked October 28, 2026

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