Advisor at ProsperiTea Planning
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.
Firm
ProsperiTea Planning
Location
Greenfield, MA 01301
Credentials
CFA®
Industry experience
< 1 year
David Carnevale is a CFA® charterholder affiliated with ProsperiTea Planning in Greenfield, MA. He has experience spanning roles at CSA Real Estate Advisors and Capital Security Advisors LLC before joining ProsperiTea Planning. ProsperiTea Planning provides fee-only financial planning, discretionary investment management, and integrated tax planning and preparation to individuals, families, closely held businesses, and trustees. The firm incorporates tax preparation into client engagements and emphasizes strategic asset allocation, tax-aware investment actions, and uses tools like RightCapital and Advyzon.
Based on ProsperiTea Planning
Based on ProsperiTea Planning
Hourly financial planning fee at $359/hour, offered only to prior Tea & Taxes clients
Minimum fee: Minimum annual retainer fee of $7,500 for new clients under the Open Retainer model Fee-only: Annual retainer fee based on client's income, net worth, and complexity; minimum $7,500; limited retainer and project-based planning options also available
308 Main Street, Suite 3 A
Greenfield, MA 01301
Massachusetts
ProsperiTea Planning
2025 - Present (1 year)
CSA Real Estate Advisors
2021 - 2025 (4 years)
Capital Security Advisors LLC
2013 - 2021 (8 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
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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ProsperiTea Planning
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