Premier Prosperity Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Premier Prosperity Advisors LLC provides investment advisory, financial planning, and pension consulting to individuals, high‑net‑worth clients, and retirement plans. Services include both discretionary and non‑discretionary portfolio management, stand‑alone financial plans, and plan‑level consulting such as fund selection, performance monitoring, participant education, and enrollment support.
The firm customizes portfolios using methods such as fundamental analysis and long‑term purchase strategies and may retain legacy holdings for tax or fit reasons. Premier Prosperity reports managing about $11.7 million in client assets, with approximately $10.4 million managed on a non‑discretionary basis, meaning most client accounts require client approval before trades are executed.
Distinctive features include a focus on pension consulting and participant education — services that are uncommon for similarly structured solo independent advisers — and a very small client base, which results in concentrated relationships. The adviser and its representatives are also licensed insurance agents and may receive commissions for selling insurance products, and the firm maintains an institutional custodial relationship that routinely directs clients to a single custodian for execution and custody.
Client services
Expertise
Fee options
$0+: 0.5% +: 1.5%
Commission-based compensation earned by insurance agents for selling insurance products, separate from advisory fees
$150 per hour for stand-alone financial planning and consulting services, negotiable
Main office
Newtown PA
Advisors at this office
1
Most active in
Pennsylvania
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.
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