Austin Neary
Advisor at PLAN2PROSPER LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Austin Neary is a financial advisor at Plan2Prosper LLC with 17 years of industry experience. He holds the Series 66 designation and has been with Plan2Prosper since 2009, following prior work at UBS Financial Services Inc. since 2007. Plan2Prosper LLC provides integrated wealth management and financial planning services to individuals, families, charitable trusts, and small businesses. The firm emphasizes academic research and efficient-market principles, constructing diversified portfolios primarily through mutual funds and ETFs, and delivers investment recommendations on a non-discretionary basis.
Expertise
Based on PLAN2PROSPER LLC
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.
Location
19 Green Farms Rd
Andover, NJ 07821
Most active in
Austin N has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
PLAN2PROSPER LLC
2009 - Present (17 years)
UBS Financial Services
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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.
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