Wesley Pruitt
Pruitt Richmond Wealth Management · Estero, Florida
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.
Request an introduction to Wesley →
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 | $3.1M across 61 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7689264 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pruittrichmond.com |
How Wesley's firm compares
- Pruitt Richmond Wealth Management's average account is about $50,000, from its Form ADV (assets managed divided by 61 accounts).
Request an introduction to Wesley
Tell Wesley a little about what you're looking for. Wesley 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 Wesley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Estero
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
- 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.