PRISM PLANNING AND SOLUTIONS GROUP

Overview

Prism Planning And Solutions Group is a limited liability company registered as an SEC adviser in 2026 and listed as an individually owned, newly formed firm. Its stated advisory activities focus on financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees, and it does not identify as an ESG investor, a pension consultant, a capital allocator, or a related adviser. It is not registered as a multi-state adviser and is classified in the dataset as “Unclassified.”

Assets & Accounts

Investments & Alternatives