Prosperity Planning and Advisory, LLC

Overview

Prosperity Planning and Advisory, LLC is a California-registered limited liability company that provides fee-based financial planning and client education. The firm is owned by an individual and charges clients primarily through hourly and fixed-fee arrangements. Services explicitly include financial planning and hosting educational seminars or workshops. The firm identifies as an active ESG investor and does not act as a capital allocator, suggesting it places client assets into external vehicles rather than deploying proprietary alternative investments.

Assets & Accounts

Investments & Alternatives

Location & Offices