Advisor at Plan to Prosper Wealth Management
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Firm
Plan to Prosper Wealth Management
Location
Ormond Beach, FL 32174
Credentials
Series 65
Industry experience
< 1 year
Brent Buckmaster is the principal advisor at Plan to Prosper Wealth Management in Ormond Beach, FL. He holds a Series 65 designation and has experience dating from 2025 at Palacios Wealth Management and since 2013 with Flatirons Hedging Analytics, where he serves as Chief Analytics Officer and partner. Flatirons assists mortgage banking entities in enhancing secondary marketing capabilities. Plan to Prosper Wealth Management is an independent, fee-based registered investment adviser serving individual clients and ERISA-qualified retirement plans. The firm manages approximately $149 million in assets, offering portfolio management, retirement planning, and related financial advice through diversified portfolios tailored to clients’ objectives and risk tolerances.
Based on Plan to Prosper Wealth Management
$0 - $2,000,000: 1.00% annually Over $2,000,000+: 0.50% annually
Insurance product commissions from sales of insurance-related products by management persons who are licensed insurance agents.
Account minimum: $100,000
595 W. Granada Boulevard, Suite K
Ormond Beach, FL 32174
Florida
Palacios Wealth Management, LLC
2025 - Present (1 year)
Flatirons Hedging Analytics, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Ormond Beach, FL
Seth Heine LLC
Series 63, Series 65
Ormond Beach, FL
Paracca Financial Group
Series 63
Daytona Beach, FL
Ashford Investment Advisors
Series 66
Ormond Beach, FL
Plan to Prosper Wealth Management
Series 66
Ormond Beach, FL
Storms & Rowdon Financial Services, Inc.
Series 65
Port Orange, FL
Bert Reames Investment Advisors, Inc.
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