# Wesley Pruitt

> Wesley Pruitt is a fee-only financial advisor at Pruitt Richmond Wealth Management in Estero, Florida, who holds the CFP credential. Pruitt Richmond Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/wesley-pruitt/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pruitt Richmond Wealth Management
- **Based in:** Estero, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.1M across 61 accounts
- **Credentials:** CFP
- **CRD:** 7689264 (https://adviserinfo.sec.gov/individual/summary/7689264)
- **SEC registration:** Investment adviser representative in FL
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://pruittrichmond.com/

## Frequently asked questions

### Is Wesley Pruitt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and Pruitt Richmond Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Wesley charge for financial advice?

Wesley's firm, Pruitt Richmond Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Wesley Pruitt based?

Wesley Pruitt is based in Estero, Florida.

### What credentials does Wesley Pruitt hold?

Wesley Pruitt holds the CFP credential.

### Is Wesley Pruitt registered with the SEC?

Yes. Wesley Pruitt is registered as an investment adviser representative in FL (CRD 7689264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pruitt Richmond Wealth Management manage?

Pruitt Richmond Wealth Management reports $3.1M across 61 accounts in assets under management.

### How do I contact Wesley Pruitt?

Through Wesley's website, pruittrichmond.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7689264): 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

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