Prosperity Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prosperity Advisory Group LLC is an SEC‑registered advisor serving individuals (including high‑net‑worth clients), trusts, estates, businesses and retirement plans; the three‑adviser firm manages about $216 million in discretionary assets for roughly 244 clients. Services include tailored investment management using diversified mutual funds and ETFs (with individual stocks, bonds and fee‑based variable annuities used as appropriate), financial planning, cash‑flow consulting and retirement‑plan advisory work.
The firm follows a primarily long‑term investment approach with a tactical asset‑allocation overlay and fundamental analysis to set overweight/underweight targets and to rebalance portfolios, and it monitors client accounts on a continuous, discretionary basis. PAG also provides written planning deliverables and serves in ERISA fiduciary roles for retirement plans, including IPS design, vendor analysis, participant education and investment oversight services.
Notable distinctions include sponsoring a wrap fee program that bundles securities transaction and custody costs into a single asset‑based fee and operating as a licensed insurance agency with advisory personnel able to earn insurance commissions—both items the brochure discloses as potential conflicts of interest. The firm also maintains an institutional relationship with Fidelity that supplies platform tools and economic benefits, and its regulatory disclosures describe a 2022 SEC settlement (and related CFP Board censure) concerning historical mutual‑fund recommendations.
Client services
Expertise
Fee options
Initial financial plan development fixed fee up to $3,000; ongoing annual review fixed fee of $500 per year
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% Over $3,000,000+: 0.75%
Commission-based compensation earned from sale of insurance products by certain individuals licensed as independent insurance professionals
Cash flow consulting hourly fees ranging from $100 to $300 per hour
Minimum fee: Minimum annual fee of $1,000 for Investment Management Services, may be waived at discretion of Advisor Fee-only: Investment management fees based on asset tiers; financial planning fixed fees; cash flow consulting hourly fees; retirement plan advisory fees asset-based
Main office
50 Square Drive, Suite 220
Victor NY 14564
Advisors at this office
3
Most active in
Florida · New Hampshire · New York · Texas
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.
Advisors at this firm
Martha J
Series 65
Victor, NY
Prosperity Advisory Group LLC
Martha Jesse is a financial advisor with Prosperity Advisory Group LLC in Victor, NY. She holds a Series 65 designation and has two years of industry experience. Prior to joining Prosperity Advisory Group, she worked as a homemaker for 13 years. Prosperity Advisory Group LLC is an SEC-registered advisor serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $216 million in discretionary assets and provides tailored investment management, financial planning, cash-flow consulting, and retirement-plan advisory services using a primarily long-term investment approach with tactical asset allocation.
Alyssa G
Series 65
Victor, NY
Prosperity Advisory Group LLC
Alyssa Girod is a Series 65-licensed financial advisor at Prosperity Advisory Group LLC with three years of industry experience. She has worked at several firms including KM Investment Services, Inc. and Evergreen Federal Credit Union before joining Prosperity Advisory Group. Outside of advising, she was employed at Ravenwood Golf Club in 2022. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages about $216 million in discretionary assets using a primarily long-term investment approach combined with tactical asset allocation and fundamental analysis.
John H
CFP®, Series 63
Victor, NY
Prosperity Advisory Group LLC
John Harnish is a CFP® with 22 years of industry experience, currently serving as a principal and Chief Compliance Officer at Prosperity Advisory Group LLC. He previously worked at Cadaret, Grant & Co., Inc. for 21 years and held roles at KM Advisory Services and KM Investment Services. Outside of his advisory work, he maintains ownership in an independent wholesale consumer products business. Prosperity Advisory Group LLC is an SEC-registered firm serving individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $216 million in discretionary assets, providing tailored investment management, financial planning, and retirement-plan advisory services with a long-term investment approach complemented by tactical asset allocation and fundamental analysis.
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