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PROSPERITY PLANNING
1920 Buchanan Street
North Kansas City, Missouri 64116
Tel: 816-587-7526
About PROSPERITY PLANNING
PROSPERITY PLANNING, formally registered with the SEC as PROSPERITY PLANNING. The firm was established in 09/06/2018. They have over 1 offices throughout the country.
PROSPERITY PLANNING is a North Kansas City, Missouri based Financial Planning firm with nearly $465,026,622 assets under management, offering retirement planning & investment advisory services to 1320 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298268 |
| SEC# | 801-113944 |
| Assets Managed by Firm | $465,026,622 |
| No. of Clients | 1320 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1320 | $465,026,622 |
| Individuals (other than high net worth individuals) | 212 | $87,425,989 |
| High net worth individuals | 145 | $366,381,055 |
| Pension and profit sharing plans | 3 | $6,280,906 |
| Charitable organizations | 8 | $4,402,542 |
| Corporations or other businesses | 1 | $536,130 |
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| $306,242,186,324 | 282 | 390 | |
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| $169,541,361,944 | 13 | 218 | |
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