ProsperiTea Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$176,890,177
Total clients
121
52% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
30
Average account size
$1,461,902
About
ProsperiTea Planning is a fee-only, SEC-registered advisory firm serving individuals, high-net-worth households, closely held business owners, and related trusts and estates. The four-advisor team provides comprehensive financial planning, portfolio management, and integrated tax planning and preparation for roughly 121 client households and about $176.9 million in assets under management.
Rather than charging a standard percentage-of-assets, the firm uses an annual "open retainer" fixed-fee model set by a formula based on income, net worth and engagement complexity and offers ongoing, limited, and project-based engagements. Investment advice is implemented under written Investment Policy Statements with a strategic asset-allocation focus and tax-aware implementation, supported by planning and reporting tools such as RightCapital and Advyzon.
The firm is distinctive for its accounting-origin and continued affiliation with a tax practice: advisory engagements commonly include tax preparation and the firm directly assists clients with making quarterly estimated tax payments via IRS DirectPay and state systems, a service uncommon among team advisors. ProsperiTea also runs occasional educational seminars and maintains a De Minimis program that provides no‑charge investment management to qualifying young relatives of clients, reflecting an atypical mix of tax services, education, and non‑AUM billing.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Hourly financial planning fee at $359/hour, offered only to prior Tea & Taxes clients
Minimum fee: Minimum annual retainer fee of $7,500 for new clients under the Open Retainer model Fee-only: Annual retainer fee based on client's income, net worth, and complexity; minimum $7,500; limited retainer and project-based planning options also available
Main office location
ProsperiTea Planning
308 Main Street, Suite 3 A
Greenfield MA 01301, United States
Number of offices
3
Most active in
California · Massachusetts · New Hampshire
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.
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