Robert Price
Prosperity Wealth Planning · Frisco, Texas
Robert Price is a fee-only financial advisor at Prosperity Wealth Planning in Frisco, Texas, who holds the CFP credential. Robert charges a percentage of assets and a flat fee or retainer (typically works with clients with $1,000,000 or more) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Prosperity Wealth Planning |
|---|---|
| Based in | Frisco, Texas |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $269.2M across 621 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7646449 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | prosperitywealthplanning.com |
How Robert's firm compares
- Prosperity Wealth Planning's average account is about $434,000, from its Form ADV (assets managed divided by 621 accounts).
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Questions about Robert
Is Robert Price a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Prosperity Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets and a flat fee or retainer.
How much does Robert charge?
According to Prosperity Wealth Planning's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Robert Price based?
Robert Price is based in Frisco, Texas.
What does Robert specialize in?
Robert's specialties include retirement planning. Robert works with retirees and pre-retirees.
What credentials does Robert Price hold?
Robert Price holds the CFP credential.
Is Robert Price registered with the SEC?
Yes. Robert Price is registered as an investment adviser representative in CA and TX (CRD 7646449), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prosperity Wealth Planning manage?
Prosperity Wealth Planning reports $269.2M across 621 accounts in assets under management.
How do I contact Robert Price?
Through Robert's website, prosperitywealthplanning.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
- Prosperity Wealth Planning 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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