A complete list of active advisors currently associated with ProsperiTea Planning
Warmer can help you find a great advisor at ProsperiTea Planning or one who fits your needs even better.
ProsperiTea Planning is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth households, closely held business owners, and related trusts and estates. The four-advisor team provides comprehensive financial planning, portfolio management, and integrated tax planning and preparation for roughly 121 client households and about $176.9 million in assets under management. Rather than charging a standard percentage-of-assets, the firm uses an annual "open retainer" fixed-fee model set by a formula based on income, net worth and engagement complexity and offers ongoing, limited, and project-based engagements. Investment advice is implemented under written Investment Policy Statements with a strategic asset-allocation focus and tax-aware implementation, supported by planning and reporting tools such as RightCapital and Advyzon. The firm is distinctive for its accounting-origin and continued affiliation with a tax practice: advisory engagements commonly include tax preparation and the firm directly assists clients with making quarterly estimated tax payments via IRS DirectPay and state systems, a service uncommon among team advisors. ProsperiTea also runs occasional educational seminars and maintains a De Minimis program that provides no‑charge investment management to qualifying young relatives of clients, reflecting an atypical mix of tax services, education, and non‑AUM billing.
To learn more about the advisors currently working at ProsperiTea Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Greenfield, MA
| 0
| |
San Diego, CA
| 0
| |
Greenfield, MA
| 10
| |
Greenfield, MA
| 4
|
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