# Samuel Plotkin

> Samuel Plotkin is a fee-only financial advisor at ProsperiTea Planning in Greenfield, Massachusetts, who holds the CFA credential. Samuel charges a one-time planning fee and focuses on tax planning.

Page: https://find.wellspent.co/advisors/samuel-plotkin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ProsperiTea Planning
- **Based in:** Greenfield, Massachusetts
- **Fee model:** One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $176.9M across 579 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning
- **CRD:** 7449679 (https://adviserinfo.sec.gov/individual/summary/7449679)
- **SEC registration:** Investment adviser representative in MA, NH
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.prosperiteaplanning.com

## Frequently asked questions

### Is Samuel Plotkin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and ProsperiTea Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel charges a one-time planning fee.

### Where is Samuel Plotkin based?

Samuel Plotkin is based in Greenfield, Massachusetts.

### What does Samuel specialize in?

Samuel's specialties include tax planning.

### What credentials does Samuel Plotkin hold?

Samuel Plotkin holds the CFA credential.

### Is Samuel Plotkin registered with the SEC?

Yes. Samuel Plotkin is registered as an investment adviser representative in MA and NH (CRD 7449679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ProsperiTea Planning manage?

ProsperiTea Planning reports $176.9M across 579 accounts in assets under management.

### How do I contact Samuel Plotkin?

Through Samuel's website, www.prosperiteaplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7449679): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.prosperiteaplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.