Fee-OnlyFinder

Advisers in Prosper, TX

4 advisers in Prosper — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)

All advisers

Clear Sky Financial, LP130 N. Preston Road, Suite 344 · Prosper, TX 75078 · (214) 440-3615 · Financial planningCRD 298551 · % of assets, Hourly charges, Fixed fees · $140.6 million AUMSEC registeredNo commissions reportedCpr Financial & Insurance Services, INC.603 E. Broadway St · Prosper, TX 75078 · (877) 431-6997 · Financial planningCRD 145855 · % of assets, Hourly charges, Fixed fees · $97.8 million AUMState registeredNo commissions reportedUnited Advisors America290 S Preston Road, Suite 220 · Prosper, TX 75078 · (877) 443-0610 · Financial planningCRD 147350 · % of assets · $446.5 million AUMSEC registeredNo commissions reportedWisdom Index Advisors102 S. Main Street · Prosper, TX 75078 · (972) 931-0063 · Financial planningCRD 132567 · % of assets, Hourly charges · $221.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Prosper? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.