Prosper Wisely, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 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
0
Very LowAverage account size
—
About
Prosper Wisely provides investment planning and consulting to individuals, trusts, estates, corporations and other business entities. The firm offers a single planning engagement that includes a brief consultation, a written investment summary and ongoing phone/video/text/email support, and it does not manage client assets or sponsor wrap-fee programs.
The firm’s planning process draws on cash flow analysis, tax and legacy planning, asset allocation considerations and risk-management review to create strategies tailored to each client’s stated objectives; clients document their goals using a profile form and may impose investment restrictions. Deliverables are completed after receipt of required documentation and plans are updated on request, with the firm noting the inherent risk of loss in any investment program.
Notably, the managing member is a licensed insurance agent — an affiliation that is uncommon among peers in this category — and the firm does not use percentage-of-assets-under-management fees, instead relying on a fixed-fee planning model. Prosper Wisely is a recently formed, single-office practice with leadership who previously worked at larger financial firms, and it reports no external compensation arrangements or third-party advisor recommendations.
Client services
Financial planning
Expertise
Income planning
General tax planning
General retirement planning
Fee options
Fixed fee of $600 for investment planning and consulting
Minimum fee: $600 fixed fee for investment planning and consulting Fee-only: Fixed fee of $600 for investment planning and consulting
Main office location
Prosper Wisely, LLC
Pittsburgh PA, United States
Number of offices
1
Most active in
Prosper Wisely, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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
Quick links
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