Prolific Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$86,261,733
Clients
55
Advisors
1
of 2 employees
About
Prolific Solutions provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, corporations and pension and profit‑sharing plans. As of February 27, 2026, the firm reported approximately $88.5 million in assets under management and oversees roughly 55 client relationships.
The firm describes a "Lifestyle Planning" approach that emphasizes family dynamics, cash‑flow needs and long‑term goals as the basis for financial and investment recommendations. It implements portfolios primarily by allocating among independent managers, mutual funds and ETFs, relying on third‑party research and ongoing monitoring.
The brochure discloses that Prolific Solutions uses client testimonials in its advertising, a practice that is uncommon among peers. It also notes relationships that may influence brokerage and product recommendations — including receipt of software, trading and research support from Schwab and the presence of licensed insurance producers and ERISA fiduciary roles — matters the firm discusses in its disclosures.
Client services
Expertise
Fee options
$0+: 0.50% – 1.30% $0+: 0.15% – 0.50% (for retirement plan consulting services)
Certain supervised persons offer insurance products on a commission basis separately
Fee-only: Fixed fees for financial planning and consulting (negotiable, varies by scope and complexity)
Main office
Ozone Park NY
Advisors at this office
1
Most active in
New Jersey · New York · Texas
Also doing business as
Prolific Solutions · Redwood Advisory, 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.
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