ProsperiTea Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$124,992,422
Total clients
108
41% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
54
Average account size
$1,157,337
Client services
Fee options
Project-based financial planning engagements with minimum fee of $1,500.
Hourly financial planning at $359/hour, limited availability, only for previous Tea & Taxes clients, no investment advisory services offered hourly.
Account minimum: No minimum net worth or asset requirements stated; however, in practice, the firm is particularly valuable to clients with $500,000 or more in assets in qualified plans. Minimum fee: Annual retainer fee ranges from a minimum of $7,500 upward. Fee-only: Fee-only fiduciary financial planning and investment advisory firm; fees are set in advance by contract with no commissions or 12b-1 fees.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Main office location
ProsperiTea Planning
308 Main Street, Suite 3 A
Greenfield MA 01301, United States
Number of offices
3
Quick links
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