Firm
Pruitt Richmond Wealth Management
Estero, Florida
Fee-only
Pruitt Richmond Wealth Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 18 individual clients, 2 of them high net worth.
- Its average account is about $50,000 (assets it manages divided by its 61 accounts).
- Its ongoing planning fee starts at $900 a year, below the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Estero, Florida |
|---|---|
| Website | pruittrichmond.com |
| [email protected] | |
| Phone | (239) 319-5888 |
Pruitt Richmond Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $900 a year |
|---|---|
| One-time plan | From $3,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Financial monitoring for $75/month. Partnered with Elements." source
"$3,000 base financial planning fee." source
"Financial monitoring for $75/month. Partnered with Elements." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 16 |
| High-net-worth clients | 2 |
| Accounts managed | 61 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 26, 2026 |
| SEC record | CRD 324967 |