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Prosperity Planning, Inc.
Prosperity Planning, Inc. is a Registered Investment Adviser based in Riverside, Missouri, serving clients in the greater Kansas City area and beyond. Founded in 2011, the firm provides personalized financial planning and investment advisory services, employing a staff of approximately 13 professionals. Their client base consists mainly of individual investors, especially high net worth individuals, as well as some pension plans and charitable organizations. Prosperity Planning focuses on comprehensive wealth management through customized portfolio management, financial goal setting, and holistic tax planning strategies. The firm is SEC-registered and provides written financial plans and ongoing advisory tailored to client needs.
Investment Strategy
Prosperity Planning, Inc. crafts individualized investment plans for its clients using their proprietary 'Prosperity Planning Blueprint.' Portfolios are fully customized to client objectives, addressing both opportunities and risks while factoring in ongoing market changes and tax implications. The firm emphasizes clarity in financial goals, confidence in investment decisions, and coordinated tax strategies. Their investment approach centers on diversified asset allocation and continuous monitoring, with adjustments as needed to optimize for risk management and growth, primarily serving individual and high net worth clients. Strategies are delivered in writing, and implementation is guided step-by-step, with fee transparency and personal advisory relationships.
Latest 13F Filing Activity
Prosperity Planning, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 108 equity positions with a total 13F market value of $371M. The fund increased holdings in Ishares TR, Vanguard Index FDS, American Centy Etf TR among other positions. Prosperity Planning, Inc. reduced exposure to Immucell Corp., Tyler Technologies Inc., Ishares TR among others.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ISTB | ISHARES TR | 11.92% | $44.2M | 904,807 | $47.47 | $48.84 | +$2.6M |
E EFA | ISHARES TR | 6.23% | $23.1M | 247,489 | $72.83 | $93.37 | +$1.1M |
V VUG | VANGUARD INDEX FDS | 6.04% | $22.4M | 46,652 | $263.06 | $479.61 | +$1.9M |
D DFAX | DIMENSIONAL ETF TRUST | 4.59% | $17.0M | 542,419 | $25.52 | $31.38 | +$513.2K |
A AVDV | AMERICAN CENTY ETF TR | 4.29% | $15.9M | 178,679 | $59.27 | $89.03 | +$1.5M |
Industry Allocation
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