# Wendy Suzanne Marsden

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

Page: https://find.wellspent.co/advisors/wendy-suzanne-marsden/
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:** CFP
- **Specialties:** Tax planning
- **CRD:** 6596601 (https://adviserinfo.sec.gov/individual/summary/6596601)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.prosperiteaplanning.com

## Frequently asked questions

### Is Wendy Suzanne Marsden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wendy Suzanne 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 Wendy Suzanne charge for financial advice?

Wendy Suzanne charges a one-time planning fee.

### Where is Wendy Suzanne Marsden based?

Wendy Suzanne Marsden is based in Greenfield, Massachusetts.

### What does Wendy Suzanne specialize in?

Wendy Suzanne's specialties include tax planning.

### What credentials does Wendy Suzanne Marsden hold?

Wendy Suzanne Marsden holds the CFP credential.

### Is Wendy Suzanne Marsden registered with the SEC?

Yes. Wendy Suzanne Marsden is registered as an investment adviser representative in MA (CRD 6596601), 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 Wendy Suzanne Marsden?

Through Wendy Suzanne's website, www.prosperiteaplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6596601): 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

---

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