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Prosperitage Wealth

Updated today

Client AUM

$7,289,278

Clients

46

Advisors

1

of 3 employees

About

Prosperitage Wealth is a fee‑only registered investment adviser that provides investment management and financial planning to individuals (including high‑net‑worth clients), as well as organizations and businesses. Its services include ongoing and project‑based financial planning, portfolio management, assistance selecting outside managers and model portfolios, and educational seminars or speaking engagements.

The firm emphasizes asset‑allocation-based portfolios that blend passive and active strategies and can incorporate socially responsible investing when clients request value‑based customization. Most client accounts are managed on a non‑discretionary basis — the ADV reports $0 in discretionary and about $7.29 million in non‑discretionary AUM — and the firm implements client strategies using third‑party model portfolio and platform solutions.

Compared with peers, Prosperitage Wealth is a solo practitioner practice founded in 2023 that regularly offers seminars and speaking engagements and, as disclosed in its materials, uses endorsements and testimonials in advertising, which are uncommon among similar firms. The firm also executes trades on an individual basis rather than block aggregating orders and relies on institutional custodial and platform relationships to support custody, trading, and fee deduction.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Business ownership considerations Business exit / sale strategy

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial Planning fixed fees range $1,500 to $15,000; Educational seminars range $0 to $5,000 per seminar.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% Above $3,000,000+: 0.70%

Project-based

$500 per hour for project-based financial planning.

Subscriptions

Ongoing Financial Planning recurring fixed fee ranges from $250 to $2,500 monthly.

Other

Fee-only: Investment advisory fees only, no commissions inbound or outbound.

Main office

McDonough GA

Advisors at this office

1

Most active in

Florida · Georgia · North Carolina · Texas · Virginia

Also doing business as

Prosperitage Wealth · Prosperitage Wealth, LLC

Disclosures

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

Business activities & affiliations

Advisors at this firm

Brian S

CFP®, ChFC®, RICP®, TPCP®

McDonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

Business ownership considerations Business exit / sale strategy Founder/Business Owner African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)
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