Prosperity Advisory Group LLC

Overview

Prosperity Advisory Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Prosperity Advisory Group also operates as an insurance broker and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives