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Presper Financial Architects, LLC

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Client assets under management

$356,079,524

Clients

533

21% high-net-worth

Advisors

3

of 10 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

178

Very High

Average account size

$668,067

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

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management Real estate investing

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Fee options

Fixed

$1,000 to $2,500 per plan

Percentage

$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%

Project-based

$150 to $350 per hour

Other

Account minimum: $500,000

Main office location

Presper Financial Architects, LLC

441 Wolf Ledges Parkway, Suite 103

Akron OH 44311-1077, United States

Number of offices

2

Most active in

More info

Florida · Georgia · North Carolina · Ohio · South Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 330-253-6000

Advisors at this firm

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user avatar

Daniel G

Series 66

Akron, OH

Presper Financial Architects, LLC

Daniel Garner is a financial advisor at Presper Financial Architects, LLC in Akron, Ohio, with nine years of industry experience. He holds a Series 66 designation and has worked with firms including Cetera Advisors LLC and Millennial Group. In addition to his advisory role, he teaches retirement seminars through Passport to Retirement. Presper Financial Architects provides financial planning, discretionary asset management, and consulting services to individuals, families, trusts, charitable organizations, and foundations. The firm uses a mix of active and passive strategies within tailored portfolios and emphasizes transition planning and multigenerational engagement.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management Real estate investing
user avatar

Wayne S

CFP®, Series 66

Akron, OH

Presper Financial Architects, LLC

Wayne Salsbury is a CFP® professional with 11 years of industry experience, currently serving at Presper Financial Architects, LLC. His prior experience includes roles at Cedar Brook Group and Securities America Advisors. He holds an insurance license and is involved in insurance sales and service consistent with financial planning. Presper Financial Architects, LLC offers personalized financial planning, discretionary asset management, and financial consulting to individuals, families, trusts, charitable organizations, and foundations. The firm employs a blend of active and passive strategies within tailored portfolios and sponsors a wrap fee program where it acts as sole portfolio manager, with a focus on transition planning and multigenerational engagement.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management Real estate investing
user avatar

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.

General retirement planning College savings (529s, UTMA, etc.) Active portfolio management Real estate investing
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