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TRULY PROSPER FINANCIAL PLANNING LLC

Advisory

DUBLIN, OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in OH
#670
of 748 advisers by AUM
Average account
$385K
across 184 accounts
AUM per adviser
$71M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$71M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$71M
Discretionary AUM$71M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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