Austin Neary
Plan2prosper LLC. · Andover, New Jersey
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.
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Facts
| Firm | Plan2prosper LLC. |
|---|---|
| Based in | Andover, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $9.3M across 6 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5415197 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.plan2prosper.biz |
| Profile |
How Austin's firm compares
- Plan2prosper LLC.'s average account is about $1.6 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Austin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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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