Prosperity Financial Planning, LLC (Registered Investment Adviser, CRD #336596) is an independent, fee-only, advice-only fiduciary financial and retirement planning firm located in Celebration, Florida. Founded and led by Principal Advisor Elizabeth McCollum, CFP®, CEP®, MBA (CRD #7520615), a Certified Financial Planner™ professional and Certified Estate Planner™, the practice provides transparent flat-fee retirement income design, multi-year Roth conversion and tax modeling, Social Security and Medicare optimization, and estate planning coordination without product commissions or asset-based sales charges.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Prosperity Financial Planning, LLC); SEC IAPD Individual Profile (Elizabeth McCollum, CFP®, CEP®, MBA); Prosperity Financial Planning Official Website
Issuer: Florida Office of Financial Regulation / SEC IAPD
Notes: Independent fee-only fiduciary Registered Investment Adviser (CRD #336596) headquartered at 412 Arbor Circle, Celebration, FL 34747.
Issuer: CFP Board / National Institute of Certified Estate Planners / SEC IAPD
Notes: Founded and led by Elizabeth McCollum, CFP®, CEP®, MBA (CRD #7520615), holding the Certified Financial Planner™ (CFP®) certification, Certified Estate Planner™ (CEP®) designation, and an MBA.
Factual details and direct answers about Prosperity Financial Planning, LLC's services, licensing, and credentials.
Is Prosperity Financial Planning in Celebration a fee-only fiduciary firm?
Yes, Prosperity Financial Planning, LLC (CRD #336596) operates as an independent, fee-only, flat-fee fiduciary Registered Investment Adviser, meaning it never accepts commissions or third-party product referral fees.
What professional credentials does founder Elizabeth McCollum hold?
Founder Elizabeth McCollum (CRD #7520615) holds the Certified Financial Planner™ (CFP®) certification, the Certified Estate Planner™ (CEP®) credential, and a Master of Business Administration (MBA).
Where is Prosperity Financial Planning located in Osceola County?
Prosperity Financial Planning, LLC is based in Celebration at 412 Arbor Circle, Celebration, Florida 34747, serving retirees in Celebration, Kissimmee, St. Cloud, and Central Florida.
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