Samuel Plotkin
ProsperiTea Planning · Greenfield, Massachusetts
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.
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Specialties
Facts
| Firm | ProsperiTea Planning |
|---|---|
| Based in | Greenfield, Massachusetts |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $176.9M across 579 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, NH · CRD 7449679 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.prosperiteaplanning.com |
| Profile |
How Samuel's firm compares
- ProsperiTea Planning's average account is about $306,000, from its Form ADV (assets managed divided by 579 accounts).
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Questions about Samuel
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.
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
- ProsperiTea 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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