Dan Reiter
Prosperity Planning, Inc. · North Kansas City, Missouri
Dan Reiter is a fee-only financial advisor at Prosperity Planning, Inc. in North Kansas City, Missouri, who holds the CFP and CPA credentials.
- $543M
- Firm assets managed
- $379,000
- Firm's average account
- 2015
- First securities exam
What Dan focuses on
Who Dan works with
- Pre-retirees
- Retirees
- Divorced individuals
How does Dan's firm compare?
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Prosperity Planning, Inc.'s average account is about $379,000, from its Form ADV (assets managed divided by 1,432 accounts).
Questions about Dan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $543.2M across 1,432 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in MO, TX · CRD 6427884 |
| Exams passed | Series 66 (2015) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | prosperityplanninginc.com |
| Profile |
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Other fee-only advisors in North Kansas City
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Prosperity Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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