Plan2prosper LLC
Plan2prosper LLC (CRD# 150292) is a financial advisory firm headquartered in Andover, NJ. They manage $11,300,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts10ACCOUNTS
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Average Account Value$1,130,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Plan2prosper LLC
1
Austin Neary (CRD# 5415197) is an Investment Advisor Representative working at Plan2prosper LLC in Andover, NJ and has over 16 years of experience in the finance industry.
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