PROSPERITY PLANNING, INC.
Doing business as PROSPERITY PLANNING. SEC Form ADV profile.
Total regulatory AUM
$543,207,022
Discretionary
$533,612,925
Non-discretionary
$9,594,097
Firm details
- CRD number
- 298268
- SEC file number
- 801-113944
- Main office
- NORTH KANSAS CITY, MO, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.