Prosperitea Planning

Overview

Prosperitea Planning is an independent, SEC‑registered registered investment adviser organized as a corporation that serves individual and family clients. The firm combines accounting services with financial planning and portfolio management for individuals and small businesses, and it runs educational seminars and workshops as part of its client offering. Its fee model includes hourly and fixed fees and other fee arrangements rather than a pure AUM advisory fee in all relationships. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Its operating footprint is modest: the adviser is organized as a domestic entity with individual ownership and has chosen to register with the SEC. Portfolio management and planning are the core client-facing activities rather than institutional pension consulting or multi‑state advisory services.

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Location & Offices