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Robert Easton Price

Prosperity Wealth Planning LLC

Frisco, TX

Long Beach, CA

Irvine, CA

CRD 7646449

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Employer firm

Prosperity Wealth Planning LLC CRD 315163

$269M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Prosperity Wealth Planning Llc

3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-16
TX RA APPROVED 2025-06-16
  • CA RA
    APPROVED
    Since 2025-06-16
  • TX RA
    APPROVED
    Since 2025-06-16

Branch Locations

2591 Dallas Parkwa Suite 300, Frisco, TX 75034 • United States

3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806 • United States

3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Inspired Financial Huntington Beach CA 06/2021 07/2023
Wealth-Mode Financial Planning Draper UT 05/2020 05/2021
Utah Valley University Orem UT 08/2017 08/2021
The Church Of Jesus Christ Of Latter Day Saints Maputo 07/2015 07/2017
Apella Wealth Huntington Beach CA 07/2023 06/2025
Estify Orem UT 08/2017 05/2018
Vantage Marketing - Insight Pest Solutions Orem UT 05/2018 04/2019
Brooks Pest Control Orem UT 05/2019 04/2020
Prosperity Wealth Planning Llc Irvine CA 06/2025 Present
  • 06/2021 → 07/2023
    Inspired Financial
    Huntington Beach, CA
  • 05/2020 → 05/2021
    Wealth-Mode Financial Planning
    Draper, UT
  • 08/2017 → 08/2021
    Utah Valley University
    Orem, UT
  • 07/2015 → 07/2017
    The Church Of Jesus Christ Of Latter Day Saints
    Maputo
  • 07/2023 → 06/2025
    Huntington Beach, CA
  • 08/2017 → 05/2018
    Estify
    Orem, UT
  • 05/2018 → 04/2019
    Vantage Marketing - Insight Pest Solutions
    Orem, UT
  • 05/2019 → 04/2020
    Brooks Pest Control
    Orem, UT
  • 06/2025 → Present
    Irvine, CA
Previous Registrations
  • 2023-07-20 → 2025-06-06
    Huntington Beach, CA
    West Hartford, CT
  • 2022-10-07 → 2023-11-06
    Inspired Financial
    Huntington Beach, CA
Other Businesses

Robert Easton Price coaches high school basketball.

Designations
  • Certified Financial Planner
Other Names
  • Easton Price

View on SEC IAPD

More in Frisco, TX

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