Top financial advisors in Prosper, TX
We’ve curated a list of the best financial advisors in Prosper, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$179,915,807
Number of advisors
28 advisors
| $179,915,807 | 28 advisors | |
| 2 |
Assets under management
$98,356,227
Number of advisors
3 advisors
| $98,356,227 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Prosper, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Prosper. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
United Advisors America
United Advisors America is a registered investment advisor established in 2008 and wholly owned by Follett Financial Holdings, LLC. The firm specializes in providing investment management services to individuals, especially those near retirement, and pension and profit-sharing plans. Clients can opt for discretionary or non-discretionary investment management services tailored to their goals and risk tolerances. The firm manages assets totaling $353,695,420 as of December 31, 2024, across discretionary and non-discretionary accounts. Fees are charged annually based on a percentage of assets under management, with rates ranging from 0.5% to 1.0%. UAA may waive fees for certain relationships. The firm follows Modern Portfolio Theory for investment strategies, emphasizing diversification and a long-term horizon. Clients have the option to invest in exchange-traded funds, mutual funds, and digital currencies. UAA does not charge performance-based fees and serves individuals, high net worth individuals, trusts, estates, and pension plans. New clients are subject to a minimum investment requirement of $50,000 per household since April 1, 2024. The firm acts as a fiduciary and does not receive compensation for client referrals. Clients have the choice of discretionary or non-discretionary services, with UAA observing clients' investment objectives and restrictions when exercising discretionary authority. The firm does not vote on client securities and has no financial commitments that impair its ability to meet client obligations.
$179,915,807 under management
28 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesClear Sky Financial, Lp
Clear Sky Financial, LP is a financial advisory firm founded in 2018 and based in Prosper, Texas. The firm specializes in offering investment management services where clients authorize the firm to buy and sell securities on a discretionary basis. They also provide financial planning and consulting services tailored to individual client needs. The firm's investment strategies include diversified and alternative strategies, aiming to promote capital appreciation while managing risk. The firm's fee structure includes quarterly fees for investment management based on a percentage of assets under management, not exceeding 2% per annum. Financial planning fees are charged on an hourly or flat fee basis, with hourly rates not exceeding $500. Clients may impose reasonable restrictions on account management, which must be provided in writing. Clear Sky Financial, LP has assets under management totaling $123,983,496 as of December 31, 2024. The firm operates as a fiduciary, acting in the best interests of its clients. The firm's investment advisors are Andrew L. Hickey, John W. Paulson, and Randy L. Smith, who hold various financial certifications and have extensive experience in the financial industry. Clients receive regular account reviews, periodic reports, and have the option to direct brokerage. The firm recommends clients maintain accounts at Charles Schwab & Co., Inc., and may use other broker-dealers for trade execution. The firm does not have custody of client assets, and clients receive statements directly from custodians. Overall, Clear Sky Financial, LP offers personalized financial services, transparent fee structures, and a client-focused approach to investment management and financial planning.
$98,356,227 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Prosper, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Prosper. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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