Brent M. Buckmaster

PLAN TO PROSPER WEALTH MANAGEMENT

Ormond Beach, FL 32174

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CRD#: 4932496

Professional summary

Brent Matthew Buckmaster, who also goes by Brent Buckmaster, is a registered financial advisor currently at PLAN TO PROSPER WEALTH MANAGEMENT located in Ormond Beach, Florida.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brent has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brent Buckmaster

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

February 2013 - Present -- Flatirons Hedging Analytics, LLC -- Investment-Related -- 1769 Jamestown Road, Suite 1A, Williamsburg, VA 23185 -- Flatiron assists mortgage banking entities in maximizing revenues contributed through enhancing secondary marketing capabilities -- Chief Analytics Officer/Partner/Co-Owner -- 10% to 20% of my work week is dedicated to administrative oversight of Flatiron.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Matthew Buckmaster's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 4, 2025 - Present

PLAN TO PROSPER WEALTH MANAGEMENT

Office #1: 595 W. Granada Boulevard Suite K, Ormond Beach, FL 32174

RIA

CRD#: 327660

Ormond Beach, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PLAN TO PROSPER WEALTH MANAGEMENT

PALACIOS WEALTH MANAGEMENT, LLC | PLAN TO PROSPER WEALTH MANAGEMENT

CRD#: 327660 / SEC#: 801-131973

RIA

Registered Investment Advisory firm - (2/13/2025 Approved)

Florida

Registered Investment Advisory firm - (10/7/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/17/2025

Uniform Investment Adviser Law Examination

Current Firm

PLAN TO PROSPER WEALTH MANAGEMENT

PALACIOS WEALTH MANAGEMENT, LLC | PLAN TO PROSPER WEALTH MANAGEMENT

CRD#: 327660 / SEC#: 801-131973

RIA

Registered Investment Advisory firm - (2/13/2025 Approved)

Florida

Registered Investment Advisory firm - (10/7/2025 Terminated)

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Contact information

Main Address

595 W. Granada Boulevard Suite K, Ormond Beach, FL 32174

Mailing Address

Phone number

(386) 271-2127

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (1/14/2025)

Regulatory assets under management

Total Number of Accounts	1,030
AUM (Assets Under Management)	$ 149,121,483

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brent M. Buckmaster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Matthew Buckmaster's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLAN TO PROSPER WEALTH MANAGEMENT

Primary Firm SEC Registration

PLAN TO PROSPER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2025

Current Firm

PLAN TO PROSPER WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PLAN TO PROSPER WEALTH MANAGEMENT

TRUST BUT VERIFY

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