Charles Prather IV
Advisor at WealthPLAN Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at WealthPLAN Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westminster, CO 80031
Credentials
CFP®, Series 63, Series 66
Industry experience
30 years
Charles Prather is a financial advisor at WealthPLAN Partners with 29 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His career includes roles at Osaic Wealth, Securities America, and LPL Financial. Prather is also involved with The Prather Group, where he sells life insurance, variable annuities, and long-term care insurance. WealthPLAN Partners is a multi-team registered investment adviser with 24 advisors managing approximately $1.27 billion in assets. The firm serves individuals—including high-net-worth clients—as well as foundations, non-profits, and pension plan sponsors, offering financial planning, discretionary investment management, and retirement-plan consulting with a strategy diversification approach.
Based on WealthPLAN Partners
Based on WealthPLAN Partners
Flat fees generally up to $5,000 for financial planning services
$0+: Negotiable between 0.01% and 2.00% for individual investment management services $0+: Negotiable between 0.01% and 2.00% for Institutional Intelligent Portfolios® service $0+: Negotiable between 0.10% and 1.50% for institutional investment management services
Some advisory representatives may offer securities brokerage services and insurance products under commission arrangements independently
Hourly fees range between $100 and $300 for financial planning services
Account minimum: $5,000 Minimum fee: Flat fees up to $5,000 for financial planning services Fee-only: Fixed fees and hourly fees for financial planning and consulting services; flat fees up to $5,000 and hourly rates from $100 to $300
8778 Wolff Court Suite 200
Westminster, CO 80031
Colorado
OSAIC
2024 - Present (2 years)
WealthPLAN Partners, LLC
2020 - Present (6 years)
Securities America, inc.
2017 - 2024 (7 years)
WealthPLAN Partners, Inc
2014 - Present (12 years)
LPL Financial, llc
2014 - 2017 (3 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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