Plan to Prosper Wealth Management

Overview

Plan to Prosper Wealth Management LLC is an independent registered investment adviser headquartered in Florida. The firm is SEC-registered (registered in 2025) and operates under an individual-owner structure. Its advisory work centers on portfolio management for individuals and small businesses, and it also lists pension consulting services among its advisory activities. The firm charges clients on a percentage-of-AUM basis and maintains insurance brokerage capabilities alongside its investment advisory business. Its client base includes both individual and family clients as well as institutional relationships. Plan to Prosper does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices