Jason Richmond
Pruitt Richmond Wealth Management · Estero, Florida
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.
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Specialties
Who they serve
- Physicians
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 |
| Accepting new clients | Yes |
| Assets under management | $3.1M across 61 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7254011 |
| Exams passed | Series 63 (2020) · Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pruittrichmond.com |
How Jason's firm compares
- Ongoing planning starts at $900 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Florida median of $2,500 for fee-only firms that publish prices.
- Pruitt Richmond Wealth Management's average account is about $50,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pruitt Richmond Wealth Management 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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