Advisor at Plan to Prosper Wealth Management
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
Plan to Prosper Wealth Management
Location
Ormond Beach, FL 32174
Credentials
Series 66
Industry experience
12 years
Erick Palacios is a financial advisor at Plan to Prosper Wealth Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at Xcel Wealth Management, LLC, Palacios Wealth Management, LLC, and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is an independent insurance agent providing insurance solutions to clients. 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 and offers portfolio management, retirement planning, and related financial advice, implementing 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
Plan to Prosper Wealth Management
2023 - Present (3 years)
Xcel Wealth Management, LLC
2014 - 2023 (9 years)
Palacios Wealth Management, LLC
2014 - 2023 (9 years)
Purshe kaplan Sterling Investments
2014 - 2019 (5 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
Storms & Rowdon Financial Services, Inc.
Series 65
Port Orange, FL
Bert Reames Investment Advisors, Inc.
CFP®, Series 63
Ormond Beach, FL
Broadstreet Financial Advisers LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")