RP
CFP
RP
CFP

Robert Easton Price

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
173 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$216.1M

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.25%
$500K - $1000K1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

5011 Argosy Avenue, Suite 7, Huntington Beach, CA, 92649

Get directions

History

Regulatory History
Clean regulatory record

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
June 2025 - Present · 8 mos
Previous Registrations
Apella Wealth
July 2023 - June 2025 · 1 yr 11 mos
Inspired Financial
October 2022 - November 2023 · 1 yr 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.