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My Prosper Team

Updated today

Client assets under management

$58,240,000

Clients

438

10% high-net-worth

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

88

High

Average account size

$132,968

About

My Prosper Team provides investment management, financial planning, and financial consultation services to individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations, and businesses. Services are available on an ongoing discretionary or non-discretionary basis as well as on an hourly or project basis for planning and consultation engagements.

The firm emphasizes individualized portfolio construction and documented investment policy statements, and may recommend or utilize unaffiliated independent managers while typically retaining the role of primary adviser. Portfolios can be managed across a range of risk profiles, with a noted emphasis on ETFs, the use of covered-call strategies in some accounts, and periodic monitoring and rebalancing according to each client’s stated objectives.

What distinguishes My Prosper Team from many peers is the owners’ active involvement in affiliated businesses: principals disclose ownership and advisory roles in a series of private real estate offerings (Prosper RED I–VII) and operate an affiliated insurance agency (Prosper Wealth Insurance) whose licensed advisers may receive insurance commissions; a principal is also a licensed mortgage broker and operates an entity providing self-directed IRA services. The brochure discloses these relationships and related conflicts of interest and states clients receive written compensation disclosure and are not required to use the firm’s affiliates.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Real estate investing Retirement income strategy College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial Planning modular fee of $1200 per module.

Percentage

$0 - $12,000: Minimum annual fee of $150 Over $12,000+: 1.25% annually

Project-based

Financial Planning and Consultation Services charged at $250 per hour.

Other

Account minimum: No minimum for general clients; however, there is a minimum annual advisory fee for portfolios with $12,000 or less to initiate services. Minimum fee: Minimum annual advisory fee of $150 for portfolios $12,000 or less, invoiced at engagement and annually thereafter. Fee-only: Advisory fees only; no commissions accepted by the firm.

Main office location

My Prosper Team

3200 Club House Dr., Suite 125

Lehi UT 84043, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Florida · Georgia · Hawaii · Illinois · Indiana · Maryland · Minnesota · Nevada · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan R

Series 63, Series 65

Lehi, UT

My Prosper Team

Ryan Robertson is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Prosper Wealth Insurance, LLC, Sprout Financial, and Private Capital Group. He also has entrepreneurial experience with J Rob Ventures. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and maintains active involvement in affiliated private real estate offerings and an insurance agency.

Options & derivatives strategies Real estate investing Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Bret E

Series 65

Lehi, UT

My Prosper Team

Bret Everson is a financial advisor at My Prosper Team in Lehi, UT, holding a Series 65 designation with one year of industry experience. He has worked at Everest Linens since 2014. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, uses documented investment policy statements, and may recommend independent managers while typically acting as the primary adviser.

Options & derivatives strategies Real estate investing Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Tyler H

Series 65, Series 66

Lehi, UT

My Prosper Team

Tyler Hansen is a financial advisor with My Prosper Team in Lehi, UT, holding Series 65 and Series 66 credentials and having 10 years of industry experience. He has worked at Prosper Wealth Solutions since 2020, following prior roles at Sprout Financial LLC and Vantage Point Investments. Outside of his advisory role, he owns and operates Prosper Wealth Insurance, an affiliated insurance agency. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often utilizing ETFs and covered-call strategies, and emphasizes documented investment policies and ongoing portfolio monitoring.

Options & derivatives strategies Real estate investing Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Richard A

Series 65, Series 66

Lehi, UT

My Prosper Team

Richard Anderton is a financial advisor with My Prosper Team in Lehi, UT, holding Series 65 and Series 66 licenses and three years of industry experience. He has a background in mortgage lending, currently serving as the lending manager and loan officer at Ridge Home Loans, a mortgage brokerage he owns. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction with documented investment policies and utilizes a range of strategies including ETFs and covered-call approaches, while also maintaining active involvement in affiliated businesses such as real estate offerings and insurance services.

Options & derivatives strategies Real estate investing Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Richard G

Series 63, Series 65

Lehi, UT

My Prosper Team

Richard Grider is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Equip Real Estate, where he is also a licensed real estate agent, as well as several investment and insurance firms. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and offers both discretionary and non-discretionary management tailored to client objectives.

Options & derivatives strategies Real estate investing Retirement income strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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