Prolific Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,261,733
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
55
75% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
55
HighAverage account size
$1,568,395
About
Prolific Solutions provides financial planning, discretionary investment management, and retirement-plan consulting to individuals, corporations and pension and profit‑sharing plans. As of February 27, 2026, the firm reported approximately $88.5 million in assets under management and oversees roughly 55 client relationships.
The firm describes a "Lifestyle Planning" approach that emphasizes family dynamics, cash‑flow needs and long‑term goals as the basis for financial and investment recommendations. It implements portfolios primarily by allocating among independent managers, mutual funds and ETFs, relying on third‑party research and ongoing monitoring.
The brochure discloses that Prolific Solutions uses client testimonials in its advertising, a practice that is uncommon among peers. It also notes relationships that may influence brokerage and product recommendations — including receipt of software, trading and research support from Schwab and the presence of licensed insurance producers and ERISA fiduciary roles — matters the firm discusses in its disclosures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Cash flow / budgeting
Fee options
$0+: 0.50% – 1.30% $0+: 0.15% – 0.50% (for retirement plan consulting services)
Certain supervised persons offer insurance products on a commission basis separately
Fee-only: Fixed fees for financial planning and consulting (negotiable, varies by scope and complexity)
Main office location
Prolific Solutions
260 Madison Ave, 8 Th Floor
New York NY 10016, United States
Number of offices
3
Most active in
Prolific Solutions has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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