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PROSPERITY PLANNING

NORTH KANSAS CITY, MO · CRD 298268 · IAPD ↗ · prosperityplanninginc.com · 816-587-7526

$543.2MRegulatory AUM
10Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — PROSPERITY PLANNING crossed $500M in regulatory AUM ($465.0M -> $543.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
March 2025 — PROSPERITY PLANNING grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
May 2024 — PROSPERITY PLANNING moved its main office from RIVERSIDE, MO to NORTH KANSAS CITY, MO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2024 — PROSPERITY PLANNING reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.