Prospero Financial Planning, LLC
Hourly fees in Noblesville, IN
State registeredNo commissions reported
Public-record details
- Address
- 23 South 8th Street, Suite 3400, Noblesville, IN 46060
- Phone
- (317) 409-4739
- Listed under
- Hourly fees, % of assets managed
- CRD number
- 113046
- Registration
- State registered: IN
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Hourly charges
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $4.5 million
- Accounts managed
- 12
- Clients reported (Form ADV 5.D)
- 12
- Individual / high-net-worth clients
- 12 / 0
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- Yes — see IAPD for details
- Latest Form ADV filing
- 2024-03-29
Read the official record
- SEC IAPD summary for CRD 113046 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.