Carolanne Chavanne is a CFP-designated registered investment advisor at Prosperity Wealth Planning LLC, based in Irvine, CA, with 30 years of industry experience. Carolanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 173 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
3349 Michelson Dr, Suite 200-8E, Irvine, CA, 92612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Prosperity Wealth Planning LLC
Previous Registrations
Dynamic Wealth Advisors
LPL Financial LLC
LPL Financial LLCBroker
Comerica SecuritiesBroker
Cambridge Investment Research, INC.Broker
Pacific Select Distributors, INC.Broker
Regency Securities, INC.Broker
Fn Investment CenterBroker
Invest Financial CorporationBroker
Van Kampen Merritt INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations2 states
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