TRULY PROSPER FINANCIAL PLANNING LLC

Overview

Truly Prosper Financial Planning LLC operates as an independent registered investment adviser focused on individual and family clients, with an owner-managed structure. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, delivered on an hourly or fixed-fee basis rather than percentage-based AUM billing. Investment activity is conservative and fund-centric: the firm allocates the bulk of client capital to public pooled vehicles—primarily mutual funds—rather than direct-stock concentrated bets or sizable alternative allocations. Truly Prosper does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices