Presper Financial Architects, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and financial consulting to individuals, families, trusts, charitable organizations, and foundations. The firm typically charges asset-based advisory fees and also offers hourly or fixed‑fee planning and institution-focused consulting engagements.
PFA implements tailored portfolios built from its proprietary model sleeves (Conservative, Balanced, Moderate, Growth, Income) using predominantly fundamental analysis and a mix of active and passive strategies; it also makes specific program arrangements such as establishing American Funds F2 advisory accounts and supervising BlackRock 529 accounts. The firm may employ tools such as margin, short sales, and third‑party direct indexing (via Alphathena) for clients whose objectives and risk tolerances permit, and it emphasizes transition planning and multigenerational engagement in its planning process.
What distinguishes PFA from many peers is that it sponsors a wrap fee program in which PFA acts as the sole portfolio manager and pays custodial transaction fees to the custodian (Schwab), a structure that the firm explains can make a wrap arrangement more or less economical depending on trading activity. The brochure also discloses that some professionals are separately licensed insurance agents who may receive commissions for insurance sales (a disclosed conflict of interest), and it describes operational practices—such as providing financial‑institution consulting and using AI tools for marketing and meeting transcription with client consent—that are less common among similarly sized advisers.
Client services
Expertise
Fee options
$1,000 to $2,500 per plan
$0 - $2,000,000: 1.0% $2,000,001 - $3,999,999: 0.7% $4,000,000 - $9,999,999: 0.35% $10,000,000+: 0.1%
$150 to $350 per hour
Account minimum: $500,000
Main office
441 Wolf Ledges Parkway, Suite 103
Akron OH 44311-1077
Advisors at this office
3
Most active in
Florida · Georgia · North Carolina · Ohio · South Carolina · Texas
Also doing business as
Presper Financial Architects, LLC · Prospero Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Daniel G
Series 66
Akron, OH
Presper Financial Architects, LLC
Daniel Garner is a financial advisor at Presper Financial Architects, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and the Millennial Group prior to joining Presper Financial Architects in 2017. Outside of his advisory role, he teaches retirement seminars through Passport to Retirement. Presper Financial Architects, LLC offers personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm utilizes proprietary portfolio models combining fundamental analysis with active and passive strategies and provides specialized program arrangements and multigenerational planning.
Wayne S
CFP®, Series 66
Akron, OH
Presper Financial Architects, LLC
Wayne Salsbury is a CFP® professional with 12 years of industry experience, currently serving at Presper Financial Architects, LLC. His prior roles include positions at Cedar Brook Group and Cadaret, Grant & Co., Inc. He holds an insurance license and is involved in insurance sales and service consistent with financial planning. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm uses a proprietary model approach combining active and passive strategies and offers a wrap fee program with Schwab as custodian.
Thomas P
Series 63, Series 66
Akron, OH
Presper Financial Architects, LLC
Thomas Presper is a financial advisor with Presper Financial Architects, LLC in Akron, OH, holding Series 63 and Series 66 licenses and having 36 years of industry experience. He previously worked at Cetera Advisors LLC and The Millennial Group. He serves as a board member of the Nu Rho Psi Endowment and teaches retirement seminars through Passport to Retirement Seminars. Presper Financial Architects, LLC provides personalized financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm utilizes proprietary portfolio models and a combination of active and passive strategies, emphasizing transition planning and multigenerational engagement.
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