# Dan Reiter

> Dan Reiter is a fee-only financial advisor at Prosperity Planning, Inc. in North Kansas City, Missouri, who holds the CFP and CPA credentials. Dan charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/dan-reiter/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Prosperity Planning, Inc.
- **Based in:** North Kansas City, Missouri
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $543.2M across 1,432 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Retirement planning, Tax planning, Divorce financial planning, Pension planning
- **Works with:** Pre-retirees, Retirees, Divorced individuals
- **CRD:** 6427884 (https://adviserinfo.sec.gov/individual/summary/6427884)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://prosperityplanninginc.com

## Frequently asked questions

### Is Dan Reiter a fee-only financial advisor?

Yes. Dan Reiter is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.

### How does Dan Reiter charge for financial advice?

Dan Reiter charges a percentage of assets.

### How much does Dan Reiter charge?

According to Prosperity Planning, Inc.'s website, checked October 28, 2026: a $500,000 asset minimum.

### Does Dan Reiter work with clients virtually?

Yes. Prosperity Planning, Inc. says on its website that it works with clients remotely.

### Where is Dan Reiter based?

Dan Reiter is based in North Kansas City, Missouri.

### What does Dan Reiter specialize in?

Dan Reiter's specialties include retirement planning, tax planning, divorce financial planning and pension planning. Dan works with pre-retirees, retirees and divorced individuals.

### What credentials does Dan Reiter hold?

Dan Reiter holds the CFP and CPA credentials.

### Is Dan Reiter registered with the SEC?

Yes. Dan Reiter is registered as an investment adviser representative in MO and TX (CRD 6427884), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Prosperity Planning, Inc. manage?

Prosperity Planning, Inc. reports $543.2M across 1,432 accounts in assets under management.

### How do I contact Dan Reiter?

Through Dan Reiter's website, prosperityplanninginc.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4954): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.prosperityplanninginc.com/): specialties, clients served, and fees, checked October 28, 2026

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