PROSPERO FINANCIAL PLANNING, LLC

Overview

Prospero Financial Planning, LLC operates as a small, client-focused advisory firm organized as an LLC and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses and serves individual and family clients. Its fee model combines a percentage-of-assets-under-management component with hourly charges. Prospero does not self-identify as an ESG investor, it is not registered as a multi-state adviser, and it does not act as a capital allocator in the institutional sense; its primary activity is direct portfolio management rather than managing third‑party capital programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices