Justin Locke
Prosperity Planning · North Kansas City, Missouri
Justin Locke is a fee-only financial advisor at Prosperity Planning in North Kansas City, Missouri, who holds the CFP credential. Prosperity Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Prosperity Planning |
|---|---|
| Based in | North Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $543.2M across 1,432 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 7714628 |
| Exams passed | Series 65 (2023) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.prosperityplanninginc.com |
How Justin's firm compares
- Prosperity Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,432 accounts).
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Questions about Justin
Is Justin Locke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Prosperity Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Justin charge for financial advice?
Justin's firm, Prosperity Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Justin Locke based?
Justin Locke is based in North Kansas City, Missouri.
What credentials does Justin Locke hold?
Justin Locke holds the CFP credential.
Is Justin Locke registered with the SEC?
Yes. Justin Locke is registered as an investment adviser representative in MO and TX (CRD 7714628), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prosperity Planning manage?
Prosperity Planning reports $543.2M across 1,432 accounts in assets under management.
How do I contact Justin Locke?
Through Justin's website, www.prosperityplanninginc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in North Kansas City
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
- 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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