# Vanessa Pruett-Urie

> Vanessa Pruett-Urie is a fee-only financial advisor at Prostatis Group in Hanover, Maryland. Vanessa focuses on retirement planning, tax planning and estate & legacy planning. Prostatis Group reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Prostatis Group
- **Based in:** Hanover, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $605.4M across 3,806 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2800178 (https://adviserinfo.sec.gov/individual/summary/2800178)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1997), Series 65 (2023), Series 66 (2014)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** http://prostatisadvisors.com

## Frequently asked questions

### Is Vanessa Pruett-Urie a fee-only financial advisor?

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

### How does Vanessa charge for financial advice?

Vanessa's firm, Prostatis Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does Vanessa charge?

According to Prostatis Group's website, checked October 30, 2026: a $500,000 asset minimum.

### Does Vanessa work with clients virtually?

Yes. Prostatis Group says on its website that it works with clients remotely.

### Where is Vanessa Pruett-Urie based?

Vanessa Pruett-Urie is based in Hanover, Maryland.

### What does Vanessa specialize in?

Vanessa's specialties include retirement planning, tax planning and estate & legacy planning. Vanessa works with retirees and pre-retirees.

### Is Vanessa Pruett-Urie registered with the SEC?

Yes. Vanessa Pruett-Urie is registered as an investment adviser representative in MD (CRD 2800178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prostatis Group manage?

Prostatis Group reports $605.4M across 3,806 accounts in assets under management.

### How do I contact Vanessa Pruett-Urie?

Through Vanessa's website, prostatisadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2800178): 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://prostatisfinancial.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.