Wendy Suzanne Marsden
ProsperiTea Planning · Greenfield, Massachusetts
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.
Request an introduction to Wendy Suzanne →
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 | CFP |
| SEC registration | Investment adviser representative in MA · CRD 6596601 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.prosperiteaplanning.com |
How Wendy Suzanne's firm compares
- ProsperiTea Planning's average account is about $306,000, from its Form ADV (assets managed divided by 579 accounts).
Request an introduction to Wendy Suzanne
Tell Wendy Suzanne a little about what you're looking for. Wendy Suzanne isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Wendy Suzanne
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.
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.
See something wrong? Request a correction. Read our methodology.