Prosper Financial
We help clients reach their financial goals with comprehensive planning services, including college, retirement, tax and estate planning. We provide asset management and financial advice to ongoing clients for a quarterly fee based on assets under management. We also provide financial planning and investment consulting on a project or hourly basis.
Most client assets are held at Charles Schwab, but we also advise clients on assets held elsewhere.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.