Prism Planning Partners

Overview

Prism Planning Partners is an independent RIA organized as an LLC and owned by an individual principal. The firm is SEC-registered (registered in 2022) and focuses its advisory practice on individuals, families and small-business clients. Its service mix centers on comprehensive financial planning and discretionary portfolio management for individuals and small-business owners. Fee arrangements include a percentage-of-assets component supplemented by hourly and fixed-fee engagements. Investment practice emphasizes publicly traded equities delivered primarily through pooled vehicles and separate accounts. The firm reports a preference for equity exposure and is not positioned as an ESG-focused manager. Prism is not presented as a capital allocator; its activity appears concentrated on managing client portfolios directly rather than running multi-manager platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives