Plan2Prosper LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,300,000
Clients
6
67% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$1,550,000
About
Plan2Prosper LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts and small businesses, combining portfolio management with comprehensive or limited planning work across retirement, tax, estate and cash‑flow needs. The firm manages a modest asset base (about $9.3 million) for a small number of family groups, working with both high‑net‑worth and individual clients.
The firm’s investment approach emphasizes academic research, asset allocation and efficient‑market principles, constructing diversified portfolios primarily through mutual funds and ETFs and tailoring allocations to each client’s goals, time horizon and risk tolerance. Investment recommendations are delivered on a non‑discretionary basis, so clients retain approval over trades; near‑term trading is limited and used only in specific surplus‑fund situations.
Plan2Prosper does not take custody of client assets, does not accept commissions or soft‑dollars, and does not vote client proxies, keeping transaction execution, custody and proxy authority with custodians and clients. The combination of a very small, closely managed client roster and a primarily non‑discretionary advisory model, together with an emphasis on coordinated planning across financial disciplines, is a distinguishing operational profile compared with larger, discretionary peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Passive / index investing
Active portfolio management
Fee options
Fixed fees for limited financial planning services starting at $250/hour minimum for 1 to 10 hours.
$150/hour for less complex financial planning clients with assets under $1 million; $250/hour for clients with assets over $1 million or more complex situations.
Account minimum: $150,000 minimum for Investment Management Services (waivable at discretion) Fee-only: Financial planning fees charged hourly or fixed rate, ranging from $150 to $250 per hour depending on complexity and advisor experience.
Main office location
Plan2Prosper LLC
19 Green Farms Rd
Andover NJ 07821, United States
Number of offices
1
Most active in
Plan2Prosper LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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