PROSPERITEA PLANNING

Overview

Prosperitea Planning is an independent registered investment adviser that serves individuals and families with financial planning and portfolio management. The firm is organized as a corporation and is owned by a domestic individual entity. Its service mix centers on fee-for-service planning (hourly and fixed fees) and related educational seminars and workshops, reflecting an advisor-led, client-education approach rather than asset‑weighted billing. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, and public educational programming. Prosperitea Planning is not positioned as a capital allocator and is not an ESG-focused or pension consulting practice. The firm registered with the SEC in 2025. Investment activity shows a clear preference for equities, with exchange-traded equities representing the largest single asset class in its managed portfolios. The adviser also uses traditional fixed-income tools and third‑party alternative managers to build complementary exposure. As an accounting-affiliated firm, the adviser likely integrates tax and cash-flow considerations into portfolio construction and planning work.

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