Anjana Batra
The Prosperity People · Bellevue, Kentucky
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.
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Specialties
Who they serve
- Early-career professionals
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 |
| Assets under management | $147M across 533 accounts |
| SEC registration | Investment adviser representative in KY · CRD 8087101 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.theprosperitypeople.com |
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Questions about Anjana
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- The Prosperity People website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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