A complete list of active advisors currently associated with Prosperity Financial Planning LLC

Warmer can help you find a great advisor at Prosperity Financial Planning LLC or one who fits your needs even better.

Prosperity Financial Planning LLC is a state-registered, solo advisory firm that provides comprehensive financial planning and ongoing portfolio management to individuals (including high‑net‑worth clients), as well as trusts, estates, and charitable organizations. The firm offers modular or ongoing planning engagements alongside portfolio management and, like most independent peers, charges asset‑based advisory fees for managed accounts. The firm describes a methodology grounded in fundamental analysis and a strategic, asset‑allocation approach, documenting client objectives and constraints in written investment policy statements and providing both discretionary and non‑discretionary management with regular monitoring. Financial planning services may be delivered as one‑time plans or ongoing engagements, with reviews at least quarterly and additional reviews triggered by material life or market events. Notable departures from typical peers include an affiliation in which the firm’s principal holds real estate broker licenses in Florida and Pennsylvania, an activity the brochure says is limited to the principal’s own properties and educational purposes rather than retail broker services. The firm is newly formed and reported no assets under management and a single client at filing; it also discloses the potential for conflicts when directing clients to third‑party advisers for fee‑sharing and its use of Schwab’s institutional custody and support services, which become operationally relevant once certain custodial asset thresholds are met.

To learn more about the advisors currently working at Prosperity Financial Planning LLC, 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.