Fee-only adviser · Estero, FL
Pruitt Richmond Wealth Management LLC
Pruitt Richmond Wealth Management LLC is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Estero, Florida. On its latest Form ADV, filed June 26, 2026, it reports $3.1M in regulatory assets under management, 18 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 324967 |
| Office | 19910 S Tamiami Trail Suite D Estero, FL 33928 |
| Phone | (239) 319-5888 |
| Website | pruittrichmond.com |
| Regulatory assets under management | $3.1M ($3.0M discretionary) |
| Individual clients | 16 non-high-net-worth, 2 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Estero
Nearby
- Bonita Springs 4 firms
- Fort Myers 9 firms
- Naples 36 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Pruitt Richmond Wealth Management LLC? Update this listing.