PRUDENT PROSPERA PLANNING, INC.

Overview

Prudent Prospera Planning, Inc. is a small, privately owned corporate advisory practice that combines insurance brokerage with financial planning and portfolio management for individuals and small businesses. The firm offers fee-based planning and advisory services and also acts as a capital allocator by selecting third-party advisers for client strategies when appropriate. Its service mix includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, and it retains the flexibility to use other fee arrangements. Service emphasis is on delivering financial planning, managing portfolios for individual and small-business clients, and placing insurance products. The firm does not identify as an active ESG investor. While the adviser is listed as not multistate for registration purposes, it maintains a presence across more than one state through multiple offices.

Assets & Accounts

Investments & Alternatives

Location & Offices