PROSPERITY PLANNING AND ADVISORY, LLC

Overview

Prosperity Planning And Advisory, LLC is organized as a limited liability company and is owned by an individual. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed-fee engagements. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and delivering educational seminars and workshops. The firm is not positioned as a capital allocator and is not identified as an active ESG investor. It operates within a single state jurisdiction (not a multi-state adviser) and is not classified as a pension consultant or a related adviser.

Investments & Alternatives