Prudent Prospera Planning, Inc.

Overview

Prudent Prospera Planning, Inc. is a corporation owned by an individual that combines insurance brokerage with advisory services focused on financial planning and portfolio management for individuals and small businesses. The firm also offers selection-of-other-advisers services and functions as a capital allocator, meaning it can direct client capital to third-party managers. Compensation arrangements include asset-based fees, hourly billing, fixed fees and other fee structures. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser; it also is not marked as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices