A complete list of active advisors currently associated with Plan to Prosper Wealth Management

Warmer can help you find a great advisor at Plan to Prosper Wealth Management or one who fits your needs even better.

Plan to Prosper Wealth Management serves individual clients — including high-net-worth households — and sponsors of ERISA-qualified retirement plans, offering fee-based portfolio management, retirement-plan advisory as a limited-scope 3(21) fiduciary, and financial planning. The firm manages both discretionary investment accounts and non-discretionary retirement-plan assets and also offers insurance products through its licensed agents. The firm’s investment process blends strategic asset allocation and model-based portfolio construction (drawing on MPT/PMPT and quantitative, technical, and behavioral analysis) with tactical adjustments and option-based strategies such as covered calls, cash-secured puts, and index put protection. Engagements begin with an information-gathering session and results presentation, and accounts are typically managed on a discretionary basis with custody and execution services routed through Schwab and third‑party recordkeepers. What is distinctive is the combination of a relatively high client load per advisor alongside more than $200 million in assets under management, a structure that the brochure indicates is supported by custodial batch‑trading and third‑party retirement platforms to scale service delivery. The firm’s management persons are also licensed life and annuity insurance agents who may earn commissions on insurance sales, an arrangement the brochure identifies as a potential conflict of interest that clients should consider.

To learn more about the advisors currently working at Plan to Prosper Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.