Prudent Prospera Planning, Inc.
Firm details
- Headquarters
- Pleasanton, California
- CRD number
- 175416
- Website
- www.atulcfp.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Prudent Prospera Planning, Inc. is a corporation owned by an individual that combines insurance brokerage with advisory services for individuals and small businesses. The firm offers financial planning, portfolio management for individuals/small businesses, and acts as a selector of other advisers — indicating it both advises clients directly and can allocate to external managers. It operates under a mixed fee model that can include a percentage of assets under management, hourly fees, fixed fees, and other billing arrangements. The firm is identified as a capital allocator and is not listed as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Pleasanton, CA
Alameda
Location
Pleasanton, CA
Headquartered in Pleasanton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 5506 Sunol Blvd
- Time zone
- PT (UTC-8)
- Office locations
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