Lucinda Richey
Prosperity Planning · North Kansas City, Missouri
Lucinda Richey 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.
Request an introduction to Lucinda →
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 2723663 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.prosperityplanninginc.com |
How Lucinda's firm compares
- Prosperity Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,432 accounts).
Request an introduction to Lucinda
Tell Lucinda a little about what you're looking for. Lucinda isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Lucinda
Is Lucinda Richey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucinda 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 Lucinda charge for financial advice?
Lucinda's firm, Prosperity Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lucinda Richey based?
Lucinda Richey is based in North Kansas City, Missouri.
What credentials does Lucinda Richey hold?
Lucinda Richey holds the CFP credential.
Is Lucinda Richey registered with the SEC?
Yes. Lucinda Richey is registered as an investment adviser representative in MO and TX (CRD 2723663), 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 Lucinda Richey?
Through Lucinda'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.
See something wrong? Request a correction. Read our methodology.