# Jason Richmond

> Jason Richmond is a fee-only financial advisor at Pruitt Richmond Wealth Management in Estero, Florida, who holds the CFP credential. Jason charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $900 a year and one-time plans from $3,000) and focuses on physicians & residents, small business owners and student loans.

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

## Facts

- **Firm:** Pruitt Richmond Wealth Management
- **Based in:** Estero, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $900 a year; one-time plans from $3,000
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.1M across 61 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Small business owners, Student loans, Tax planning
- **Works with:** Physicians
- **CRD:** 7254011 (https://adviserinfo.sec.gov/individual/summary/7254011)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2020), Series 65 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://pruittrichmond.com

## Frequently asked questions

### Is Jason Richmond a fee-only financial advisor?

Yes. Jason Richmond is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason charge for financial advice?

Jason charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Jason charge?

According to Pruitt Richmond Wealth Management's website, checked October 28, 2026: ongoing planning from $900 a year; one-time plans from $3,000.

### Does Jason work with clients virtually?

Yes. Pruitt Richmond Wealth Management says on its website that it works with clients remotely.

### Where is Jason Richmond based?

Jason Richmond is based in Estero, Florida.

### What does Jason specialize in?

Jason's specialties include physicians & residents, small business owners, student loans and tax planning. Jason works with physicians.

### What credentials does Jason Richmond hold?

Jason Richmond holds the CFP credential.

### Is Jason Richmond registered with the SEC?

Yes. Jason Richmond is registered as an investment adviser representative in FL (CRD 7254011), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pruitt Richmond Wealth Management manage?

Pruitt Richmond Wealth Management reports $3.1M across 61 accounts in assets under management.

### How do I contact Jason Richmond?

Through Jason's website, pruittrichmond.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50048): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://pruittrichmond.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.