# Anjana Batra

> Anjana Batra is a fee-only financial advisor at The Prosperity People in Bellevue, Kentucky. Anjana focuses on small business owners. The Prosperity People reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anjana-batra/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Prosperity People
- **Based in:** Bellevue, Kentucky
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $147M across 533 accounts
- **Specialties:** Small business owners
- **Works with:** Early-career professionals
- **CRD:** 8087101 (https://adviserinfo.sec.gov/individual/summary/8087101)
- **SEC registration:** Investment adviser representative in KY
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.theprosperitypeople.com

## Frequently asked questions

### Is Anjana Batra a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anjana holds no broker registration, and The Prosperity People reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anjana charge for financial advice?

Anjana's firm, The Prosperity People, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anjana Batra based?

Anjana Batra is based in Bellevue, Kentucky.

### What does Anjana specialize in?

Anjana's specialties include small business owners. Anjana works with early-career professionals.

### Is Anjana Batra registered with the SEC?

Yes. Anjana Batra is registered as an investment adviser representative in KY (CRD 8087101), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Prosperity People manage?

The Prosperity People reports $147M across 533 accounts in assets under management.

### How do I contact Anjana Batra?

Through Anjana's website, www.theprosperitypeople.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8087101): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.theprosperitypeople.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.