PLAN2PROSPER LLC.

PLAN2PROSPER LLC. of ANDOVER, NJ is an SEC-registered investment adviser (CRD 150292). Regulatory assets under management: $9.3M.

Registration

• CRD: 150292
• Type: Registered investment adviser
• Location: 19 GREEN FARMS RD, ANDOVER, NJ, 07821
• Phone: 973-903-6856
• Latest filing: 2026-03-17
• Regulatory AUM: $9.3M
• Non-discretionary AUM: $9.3M
• Clients: 2
• Accounts: 6

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150292 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search