Plan to Prosper Wealth Management's Form ADV discloses 1.00% on the first $2 million and 0.50% on assets above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #327660), Plan to Prosper Wealth Management is subject to fiduciary duty under federal law.
Plan to Prosper Wealth Management is headquartered in ORMOND BEACH, FL.
Plan to Prosper Wealth Management serves 51 high-net-worth clients according to their SEC filing dated July 6, 2026. View client details ↓
According to their SEC Form ADV, Plan to Prosper Wealth Management offers portfolio management for individuals and pension consulting services. View all service details ↓
Plan to Prosper Wealth Management manages $234 million in client assets according to their SEC filing dated July 6, 2026.
According to their SEC Form ADV, Plan to Prosper Wealth Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓