Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > akron > PRESPER FINANCIAL ARCHITECTS, LLC
PRESPER FINANCIAL ARCHITECTS, LLC
441 Wolf Ledges Parkway
Suite 103
Akron, Ohio 44311-1077
Tel: 330-253-6000
About PRESPER FINANCIAL ARCHITECTS, LLC
PRESPER FINANCIAL ARCHITECTS, LLC, formally registered with the SEC as PRESPER FINANCIAL ARCHITECTS, LLC. The firm was established in 08/01/2018. They have over 2 offices throughout the country.
PRESPER FINANCIAL ARCHITECTS, LLC is a Akron, Ohio based Financial Planning firm with nearly $263,332,249 assets under management, offering retirement planning & investment advisory services to 1819 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 297538 |
| SEC# | 801-113773 |
| Assets Managed by Firm | $263,332,249 |
| No. of Clients | 1819 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1819 | $263,332,249 |
| Individuals (other than high net worth individuals) | 543 | $133,087,517 |
| High net worth individuals | 136 | $121,869,357 |
| Pension and profit sharing plans | $2,337,105 | |
| Charitable organizations | 5 | $5,107,308 |
| Corporations or other businesses | Fewer than 5 clients | $930,962 |
More Retirement Planning firms in Akron, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $71,982,699,043 | 134 | 133 | |
| $71,037,804,050 | 1405 | 151 | |
| $25,371,529,349 | 516 | 48 | |
| $24,763,108,831 | 4149 | 129 | |
| $23,908,418,539 | 68 | 122 |
Explore More Retirement Advisors in Akron, Ohio