Charles Shearman is a CFP-designated registered investment advisor at Prospero Financial Planning, LLC, based in Fishers, IN, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12 clients with $4.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.40% to 1.50% of assets under management depending on the size, complexity, and asset composition of the account. Fees are negotiable in certain circumstances.
Fee Estimator
Location
11988 Fishers Crossing Drive, Suite 200, Fishers, IN, 46038
Get directionsHistory
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
Prospero Financial Planning, LLC
Previous Registrations
Castle Advisory Group, L.L.C.
Castle Advisory Group, L.L.C.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Julian Strickland, CFPGenesis Advisors, LLC
- Mark Wittleder, CFPCorient
- Stephanie Jordan, ChFCState Farm Investment Management CORP.
- Nicholas Catlin, CFPCbg & Company, INC.
- Paul Coan, CFP, ChFCRaton Wealth
- Samantha Bush, CFPLPL Financial LLC