Joshua Gardner
Prosper Private Wealth · Mesa, Arizona
Joshua Gardner is a fee-only financial advisor at Prosper Private Wealth in Mesa, Arizona, who holds the CFP credential. Joshua focuses on retirement planning and estate & legacy planning. Prosper Private Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Prosper Private Wealth |
|---|---|
| Based in | Mesa, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $150.8M across 264 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 4495410 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | prosperpw.com |
| Profile |
How Joshua's firm compares
- Prosper Private Wealth's average account is about $571,000, from its Form ADV (assets managed divided by 264 accounts).
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Questions about Joshua
Is Joshua Gardner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Prosper Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Prosper Private Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Joshua Gardner based?
Joshua Gardner is based in Mesa, Arizona.
What does Joshua specialize in?
Joshua's specialties include retirement planning and estate & legacy planning.
What credentials does Joshua Gardner hold?
Joshua Gardner holds the CFP credential.
Is Joshua Gardner registered with the SEC?
Yes. Joshua Gardner is registered as an investment adviser representative in AZ and TX (CRD 4495410), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prosper Private Wealth manage?
Prosper Private Wealth reports $150.8M across 264 accounts in assets under management.
How do I contact Joshua Gardner?
Through Joshua's website, prosperpw.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
- Prosper Private Wealth 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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