Eric Franklin
Prospero Wealth · Seattle, Washington
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.
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Specialties
Who they serve
- Tech employees
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 |
| Assets under management | $110.6M across 304 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 6885992 |
| Exams passed | Series 65 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | prosperowealth.com |
| Profile |
How Eric's firm compares
- A one-time plan starts at $5,000, above the Washington median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the Washington median of $300 for fee-only firms that publish prices.
- Prospero Wealth's average account is about $364,000, from its Form ADV (assets managed divided by 304 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Prospero Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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