Prana Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prana Wealth Management is a state-registered investment adviser that works with individuals, high-net-worth clients, charitable organizations, businesses, and trusts. The firm provides comprehensive financial planning (offered on retainer or hourly) and discretionary investment management, including fiduciary advice for retirement accounts.
Investment decisions are grounded in Modern Portfolio Theory and typically implemented with diversified, low-cost index mutual funds and ETFs, with rebalancing guided by tax and transaction considerations. The firm also incorporates fundamental, technical, and cyclical analysis as complementary research tools and tailors asset allocation to each client’s goals, risk tolerance, time horizon, and tax situation.
Noteworthy distinctions include an in-house educational/media operation that produces the “How To Retire” YouTube channel and related content, and the brochure discloses the firm may offer seminars or workshops and accept sponsorships for that media (with the potential conflicts disclosed). The firm also states it provides comprehensive financial planning at no additional charge for client relationships above $1.5 million and maintains a relatively small client roster, which the brochure indicates supports ongoing, personalized planning contact.
Client services
Expertise
Fee options
Below $1,000,000 - $999,999: 1.25% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $7,499,999: 0.80% $7,500,000 - $9,999,999: 0.70% $10,000,000+: 0.60%
$300 to $1,000 per hour for financial planning services
Fee-only: Comprehensive Financial Planning: starting at $8,000 with 50% upfront retainer; hourly financial planning fee $300 - $1,000 per hour
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia · Texas
Also doing business as
Prana Wealth Management LLC · Transformative Financial Planning · Transformative Financial Planning LLC
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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