Prudent Prospera Planning, Inc.

Overview

Prudent Prospera Planning, Inc. is a corporation owned by an individual that combines insurance brokerage with advisory services for individuals and small businesses. The firm offers financial planning, portfolio management for individuals/small businesses, and acts as a selector of other advisers — indicating it both advises clients directly and can allocate to external managers. It operates under a mixed fee model that can include a percentage of assets under management, hourly fees, fixed fees, and other billing arrangements. The firm is identified as a capital allocator and is not listed as an active ESG investor.

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Investments & Alternatives

Location & Offices