Advisor at ProsperiTea Planning
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Firm
ProsperiTea Planning
Location
Greenfield, MA 01301
Credentials
CFA®
Industry experience
4 years
Samuel Plotkin is a CFA®-designated financial advisor with four years of industry experience. He is currently with ProsperiTea Planning and has previously worked at Wellington Management, Eaton Vance Management, and several other firms. Outside of his advisory work, he volunteers on the investment committee at Temple Israel in Greenfield. ProsperiTea Planning provides fee-only financial planning, discretionary investment management, and integrated tax planning primarily for individuals, families, closely held businesses, and trustees. The firm combines investment advice with tax preparation services and uses a unique annual open retainer fee model rather than a percentage-of-assets approach.
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 · New Hampshire
ProsperiTea Planning
2024 - Present (2 years)
Steadfast Insurance LLC
2022 - 2024 (2 years)
Clarity Wealth Management LLC
2022 - 2024 (2 years)
Samuel P Plotkin, Sole Proprietor
2022 - 2022 (1 year)
Clarity Wealth Management LLC
2021 - 2024 (3 years)
AE Wealth Management, LLC
2021 - 2021 (1 year)
Dale Frank Financial
2021 - 2021 (1 year)
Wellington Management
2017 - 2021 (4 years)
Unemployed
2016 - 2017 (1 year)
Eaton Vance Management
2011 - 2016 (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:
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.
Series 65, Series 66
Montague, MA
Clarity Wealth Management LLC
Series 65
Greenfield, MA
SweetMoney
CFP®, Series 63, Series 65
Greenfield, MA
Compass Planning Associates, Inc.
CFP®, Series 63, Series 65
Greenfield, MA
Orbis Wealth Management
CFP®
Greenfield, MA
ProsperiTea Planning
CFP®
San Diego, CA
ProsperiTea Planning
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