Prospero Financial Planning, LLC
Prospero Financial Planning, LLC (CRD# 113046) is a financial advisory firm headquartered in Noblesville, IN. They manage $4,588,825 in 25 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$183,553
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Charles Shearman (CRD# 2101155) is an Investment Advisor Representative working at Prospero Financial Planning, LLC in Fishers, IN and has over 29 years of experience in the finance industry. Charles Shearman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.