Prism Planning And Solutions Group

Overview

Prism Planning And Solutions Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm advises individuals, families and small-business owners, offering financial planning and portfolio management. Compensation is a mix of percentage-of-AUM fees and fixed fees. According to regulatory filings the adviser became SEC-registered in 2026. Prism does not characterize itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices