Prosperity Planning - Investment Advisers

About Prosperity Planning

Prosperity Planning, Inc. is a registered investment adviser headquartered in North Kansas City, Missouri, and one of the investment advisers in Missouri in this directory. The firm traces its start to 2004 in Kansas City. It reports regulatory assets under management of $543.21 million and has 13 employees. The firm offers financial planning and investment management, providing written, personalized plans and portfolios shaped around each client's situation. Tax planning is supported by an in-house certified public accountant, who coordinates with clients' outside preparers. Team members hold the CFP and CPA credentials. Prosperity Planning describes itself as fee-only, saying it does not accept commissions and does not represent financial services companies. As a fiduciary, the firm has a legal obligation to put clients' best interests first. Registered advisers like Prosperity Planning are also covered in the directory of US investment advisers.

Key Facts

Assets Under Management

$543.21M

Employees

13

SEC File Number

801-113944