Matt, Trink
FORM Prosperity Wealth Advisors, LLC
1490 South Price Road Suite 105Chandler, AZ 85286
4803823676
About FORM Prosperity Wealth Advisors, LLC
At FORM Prosperity Wealth Advisors, LLC., we have the client and only the client in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
See Disclosures
General Information
Firm Start Year
2020
CRD#
5883022
Firm CRD#
307792
States Licensed in
AZ
Years of Experience in Financial Services
12
Work with the following types of clients
Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 63, Series 7, Series 66
Firm Information
Assets Managed by Firm
$67,817,075
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
We do not have a minimum.
Compensation Methods
Based on Assets
Additional Details on Charges
FORM charges an annual investment advisory fee based on the total assets under management. It is a tiered or breakpoint fee schedule, the entire portfolio is charged the same asset management fee. The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Education
Bachelor of Interdisciplinary Studies - Business
Arizona State University
2005 -2008
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892379/financialplanners-FORM-Prosperity-Wealth-Advisors,-LLC-detailed-disclosure.html