Michael Pruitt
MBE Wealth Management · Sun Prairie, Wisconsin
Michael Pruitt is a fee-only financial advisor at MBE Wealth Management in Sun Prairie, Wisconsin, who holds the CFP credential. MBE Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | MBE Wealth Management |
|---|---|
| Based in | Sun Prairie, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $977.1M across 5,412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 5249437 |
| Exams passed | Series 66 (2007) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.mbewealth.com |
How Michael's firm compares
- MBE Wealth Management's average account is about $181,000, from its Form ADV (assets managed divided by 5,412 accounts).
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Questions about Michael
Is Michael Pruitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and MBE Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, MBE Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Pruitt based?
Michael Pruitt is based in Sun Prairie, Wisconsin.
What credentials does Michael Pruitt hold?
Michael Pruitt holds the CFP credential.
Is Michael Pruitt registered with the SEC?
Yes. Michael Pruitt is registered as an investment adviser representative in WI (CRD 5249437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MBE Wealth Management manage?
MBE Wealth Management reports $977.1M across 5,412 accounts in assets under management.
How do I contact Michael Pruitt?
Through Michael's website, www.mbewealth.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
- 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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