Plan2 Prosper Llc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Plan2Prosper LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts and small businesses, combining portfolio management with comprehensive or limited planning work across retirement, tax, estate and cash‑flow needs. The firm manages a modest asset base (about $9.3 million) for a small number of family groups, working with both high‑net‑worth and individual clients.
The firm’s investment approach emphasizes academic research, asset allocation and efficient‑market principles, constructing diversified portfolios primarily through mutual funds and ETFs and tailoring allocations to each client’s goals, time horizon and risk tolerance. Investment recommendations are delivered on a non‑discretionary basis, so clients retain approval over trades; near‑term trading is limited and used only in specific surplus‑fund situations.
Plan2Prosper does not take custody of client assets, does not accept commissions or soft‑dollars, and does not vote client proxies, keeping transaction execution, custody and proxy authority with custodians and clients. The combination of a very small, closely managed client roster and a primarily non‑discretionary advisory model, together with an emphasis on coordinated planning across financial disciplines, is a distinguishing operational profile compared with larger, discretionary peers.
Client services
Expertise
Fee options
Fixed fees for limited financial planning services starting at $250/hour minimum for 1 to 10 hours.
$150/hour for less complex financial planning clients with assets under $1 million; $250/hour for clients with assets over $1 million or more complex situations.
Account minimum: $150,000 minimum for Investment Management Services (waivable at discretion) Fee-only: Financial planning fees charged hourly or fixed rate, ranging from $150 to $250 per hour depending on complexity and advisor experience.
Main office
19 Green Farms Rd
Andover NJ 07821
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)