# Austin Neary

> Austin Neary is a fee-only financial advisor at Plan2prosper LLC. in Andover, New Jersey. Plan2prosper LLC. reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/austin-neary/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Plan2prosper LLC.
- **Based in:** Andover, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $9.3M across 6 accounts
- **CRD:** 5415197 (https://adviserinfo.sec.gov/individual/summary/5415197)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.plan2prosper.biz

## Frequently asked questions

### Is Austin Neary a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Austin holds no broker registration, and Plan2prosper LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Austin charge for financial advice?

Austin's firm, Plan2prosper LLC., reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Austin Neary based?

Austin Neary is based in Andover, New Jersey.

### Is Austin Neary registered with the SEC?

Yes. Austin Neary is registered as an investment adviser representative in NJ (CRD 5415197), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Plan2prosper LLC. manage?

Plan2prosper LLC. reports $9.3M across 6 accounts in assets under management.

### How do I contact Austin Neary?

Through Austin's website, www.plan2prosper.biz.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5415197): 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

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