The Prosperity People
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$137,700,000
Clients
169
Advisors
4
of 6 employees
About
The Prosperity People (The Wealth Advisory Team, LLC) is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and businesses. The firm offers discretionary and non‑discretionary portfolio management through model asset‑allocation portfolios, along with financial planning, consulting and participant account management for held‑away retirement plan participant accounts via a third‑party platform.
Investment implementation relies largely on pre‑designed model portfolios with stated target return ranges and risk bands (from Cash & Fixed Income to Aggressive equity allocations), and accounts are managed on a discretionary basis consistent with client objectives and tax considerations. The firm employs a mix of analytical approaches — including fundamental, technical, quantitative and qualitative analysis — and conducts periodic reviews (quarterly, semiannual or annual by account size) using tools such as Advyzon and MoneyGuidePro.
Distinctive features noted in the brochure include a close operational relationship with an affiliated CPA firm (The Advisory Team, LLC, d/b/a Mackey™), with separate accounting services offered by that firm and reciprocal referral practices disclosed as separate, typical compensation arrangements. The Prosperity People also documents firm activities beyond typical portfolio management — including book sales and speaking engagements through a related holding company and routine client communications such as written financial plans and itemized quarterly fee reports — and uses a third‑party participant‑account platform to manage held‑away participant accounts.
Client services
Expertise
Fee options
Fixed fees typically ranging from $300 to $15,000 for financial planning and consulting services
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.375%
Typically ranging from $300 to $15,000 fixed fee for financial planning or consulting services
Main office
601 Fairfield Avenue
Bellevue KY 41073
Advisors at this office
4
Most active in
California · Florida · Indiana · Kentucky · Louisiana · Michigan · Ohio · Virginia
Also doing business as
Mackey Advisors · Mackey Inc. · Mohr Financial Services, Inc. · Prosperity Publishing, LLC · The Advisory Team Financial Services Company, LLC · The Advisory Team, LLC · The Advisory Team, LLC Dba Mackey Advisors Cpas · The Prosperity People · The Wealth Advisory Team, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Andrew P
CFP®, Series 66
Bellevue, KY
The Prosperity People
Andrew Pulsfort is a CFP® with 21 years of industry experience, currently serving as an advisor at The Prosperity People in Bellevue, KY. He has been with The Wealth Advisory Team, LLC since 2005. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages discretionary and non-discretionary portfolios using model asset-allocation strategies and combines multiple analytical approaches with active trading techniques, serving approximately 163 clients with around $130 million in assets under management.
John N
Series 65
Bellevue, KY
The Prosperity People
John Nunan II is a Series 65-licensed advisor with 14 years of industry experience. He is affiliated with The Prosperity People and has held roles at Amazon and Mackey Advisors. The Prosperity People is an SEC-registered advisory firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides discretionary and non-discretionary portfolio management through model asset-allocation portfolios, financial planning, consulting, and participant account management using a third-party platform.
Mackey M
PFS™, Series 65
Bellevue, KY
The Prosperity People
Mackey McNeill is a financial advisor with The Prosperity People in Bellevue, Kentucky, holding the PFS™ designation and a Series 65 license. He has 23 years of industry experience and has been managing an accounting practice as the managing partner of Mackey Advisors, CPAs since 2003. McNeill has worked with The Advisory Team, LLC for his entire advisory career. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages roughly $130 million in assets across discretionary and non-discretionary portfolios using model asset-allocation strategies that incorporate fundamental, technical, quantitative, and qualitative analysis.
Anjana B
Series 65
Bellevue, KY
The Prosperity People
Anjana Batra is a financial advisor at The Prosperity People with a Series 65 designation and no prior industry experience. She worked at Procter & Gamble for 19 years before becoming self-employed in 2024. The Prosperity People provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm manages approximately $127 million in discretionary assets using model portfolios with diverse asset allocation strategies and combines fundamental, technical, quantitative, and qualitative analysis in its approach.
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