Wendy Marsden is a CFP-designated registered investment advisor at Prosperitea Planning, based in Greenfield, MA, with 10 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 121 clients with $180M in assets under management.
Compensation
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Fee Structure
ProsperiTea Planning offers investment management as part of their Open Retainer package, which also includes financial planning and tax services. For children and young adults of Open Retainer clients, they offer investment management at no charge if certain conditions are met (under $100,000 in managed assets, under age 30, and a lineal relation to the Open Retainer Client). Once these conditions are no longer met, the client will be charged under the Limited Retainer calculation.
Contact
Wendy Marsden
Location
308 Main Street, Suite 3A, Greenfield, MA, 01301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wendy is a firm principal of Tea & Taxes Company, a seasonal tax preparation firm. This activity is not investment-related.
Employment History
Current Registrations
Prosperitea Planning
State Registrations1 state
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Additional Information
As an investment advisor, Ms. Marsden is actively passive: she uses low-cost index funds as often as possible to build a diversified portfolio that is periodically rebalanced to improve performance and reduce risk. With a fee-only advisor your money is put to work earning for you, not for the investment company! She comes from a Boglehead background and appreciates the Dimensional Fund Advisor’s philosophy of having a high regard for research, actively going where the evidence leads.