Navigate Tomorrow, Prosper Today.
Navigate Tomorrow, Prosper Today.
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Trusted by tech professionals
Trusted by tech professionals
You’re busy. We get it.
Not all recommendations are equal. Our “byte-sized financial planning” focuses solely on the next few things to get done.
Small lists get completed. Big lists rot.
WHY US
Difference makers.
We're like you
Prospero’s advisors come from leading tech companies like Amazon, Oracle, Meta, and Stripe.
We're like you
Prospero’s advisors come from leading tech companies like Amazon, Oracle, Meta, and Stripe.
We're like you
Prospero’s advisors come from leading tech companies like Amazon, Oracle, Meta, and Stripe.
We like you
Our plan is to stay connected forever. We communicate frequently and want to hear from you.
We like you
Our plan is to stay connected forever. We communicate frequently and want to hear from you.
We like you
Our plan is to stay connected forever. We communicate frequently and want to hear from you.
We're not salespeople
We’re data-driven and we don’t push “in-house products” at your expense.
We're not salespeople
We’re data-driven and we don’t push “in-house products” at your expense.
We're not salespeople
We’re data-driven and we don’t push “in-house products” at your expense.
We're opinionated
We do not believe that the way it has always been done is the way it should always be done.
We're opinionated
We do not believe that the way it has always been done is the way it should always be done.
We're opinionated
We do not believe that the way it has always been done is the way it should always be done.
We love what we do
We work with clients who have had difficulty getting their needs met elsewhere. We constantly assess new products and opportunities.
We love what we do
We work with clients who have had difficulty getting their needs met elsewhere. We constantly assess new products and opportunities.
We love what we do
We work with clients who have had difficulty getting their needs met elsewhere. We constantly assess new products and opportunities.
We use the best tools
We use industry-leading client reporting, financial planning, risk management, and trading tools.
We use the best tools
We use industry-leading client reporting, financial planning, risk management, and trading tools.
We use the best tools
We use industry-leading client reporting, financial planning, risk management, and trading tools.
Our curated investment partners
Our curated investment partners
ABOUT US
passion for service
passion for service
Prospero Wealth, LLC was founded by Marcus Maurer and Eric Franklin. They met in the late ‘90s working in Amazon’s Customer Service department. They bonded via a Thomas Pynchon reading group and have been chatting each other up about investments and books ever since.
PROCESS
HOW IT WORKS
Schedule a consultation
We’re nice people. A 15-minute video chat gets things rolling.
Schedule a consultation
We’re nice people. A 15-minute video chat gets things rolling.
Onboard
Get access to our portal and our disclosures to know we’re legit.
Onboard
Get access to our portal and our disclosures to know we’re legit.
Build a plan
Your goals. Your plan. Typically built over a series of 4 meetings.
Build a plan
Your goals. Your plan. Typically built over a series of 4 meetings.
Implement & Monitor
We implement with you and we report back quarterly.
Implement & Monitor
We implement with you and we report back quarterly.
One Process.
Infinite Outcomes.
We start by asking questions and gaining an understanding of your family, your goals, your finances, and your behavior.
This process yields actionable insights that help us create recommendations uniquely tailored to you and your family.
SERVICES
The work we do
Financial Planning
An engaging process where we help you get on top of your financial life and improve your outcomes.
We’re the accountability partner you need to be successful.
CONCENTRATED OR HIGHLY- APPRECIATED STOCK STRATEGIES
We specialize in all issues related to highly concentrated positions. We have multiple ways to help you wind down and diversify those positions, as well as to insure your position against catastrophic outcomes.
Financial Planning
An engaging process where we help you get on top of your financial life and improve your outcomes.
We’re the accountability partner you need to be successful.
CONCENTRATED OR HIGHLY- APPRECIATED STOCK STRATEGIES
We specialize in all issues related to highly concentrated positions. We have multiple ways to help you wind down and diversify those positions, as well as to insure your position against catastrophic outcomes.
Investment Advice, Implementation, and Management
We have a comprehensive set of risk and trading tools to help you get the most out of your money.
Where do we add value to the DIY investor?
We typically find opportunities in behavioral coaching, asset allocation, asset location, expenses, withdrawal order, systematic tax-loss harvesting, and rebalancing.
Investment Advice, Implementation, and Management
We have a comprehensive set of risk and trading tools to help you get the most out of your money.
Where do we add value to the DIY investor?
We typically find opportunities in behavioral coaching, asset allocation, asset location, expenses, withdrawal order, systematic tax-loss harvesting, and rebalancing.
and more…
ESTATE PLANNING
Wills, Trusts, Medical Directives, and Financial POA. We can help you get the docs you've delayed. We can help also help update your prior plan.
OTHER SERVICES OFFERED
Offer Assessment and Negotiation
Equity Compensation
Tax Planning
Benefits Enrollment
Insurance Analysis
College Planning
Coaching and Education
and more…
ESTATE PLANNING
Wills, Trusts, Medical Directives, and Financial POA. We can help you get the docs you've delayed. We can help also help update your prior plan.
OTHER SERVICES OFFERED
Offer Assessment and Negotiation
Equity Compensation
Tax Planning
Benefits Enrollment
Insurance Analysis
College Planning
Coaching and Education
FEES
simple pricing
As a fiduciary advisor, we charge by the hour and by asset management fees. We do not receive nor accept commissions.
Financial Planning & Hourly Projects
Initial Financial PlanS (First Year)
Individuals - $3,000+
Couples - $4,000+
Subscription Planning (After First Year)
Individuals - $1,500+
Couples - $2,000+
hourly Planning
$250 per hour
Schedule a Consultation
Notes:
Initial plans are billed 50% at initial publication and then 12.5% each quarter (in arrears) for one year of implementation and monitoring.
All fees (Planning, AUM, and Project) billed quarterly in arrears. AUM fees are annualized and based on average daily balance.
Asset Management Fees
BLENDED TIER FEE
ASSETS UNDER MANAGEMENT
1%
< $1,000,000
0.9%
> $1,000,000
0.8%
> $2,000,000
0.7%
> $3,000,000
0.6%
> $4,000,000
0.5%
> $5,000,000
Schedule a Consultation
FEES
simple pricing
As a fiduciary advisor, we charge by the hour and by asset management fees. We do not receive nor accept commissions.
Financial Planning & Hourly Projects
Initial Financial PlanS (First Year)
Individuals - $3,000+
Couples - $4,000+
Subscription Planning (After First Year)
Individuals - $1,500+
Couples - $2,000+
hourly Planning
$250 per hour
Schedule a Consultation
Notes:
Initial plans are billed 50% at initial publication and then 12.5% each quarter (in arrears) for one year of implementation and monitoring.
All fees (Planning, AUM, and Project) billed quarterly in arrears. AUM fees are annualized and based on average daily balance.
Asset Management Fees
BLENDED TIER FEE
ASSETS UNDER MANAGEMENT
1%
< $1,000,000
0.9%
> $1,000,000
0.8%
> $2,000,000
0.7%
> $3,000,000
0.6%
> $4,000,000
0.5%
> $5,000,000
Schedule a Consultation
FEES
simple pricing
As a fiduciary advisor, we charge by the hour and by asset management fees. We do not receive nor accept commissions.
Schedule a Consultation
Financial Planning & Hourly Projects
Initial Financial PlanS (First Year)
Individuals - $3,000+
Couples - $4,000+
Subscription Planning (After First Year)
Individuals - $1,500+
Couples - $2,000+
hourly Planning
$250 per hour
Notes:
Initial plans are billed 50% at initial publication and then 12.5% each quarter (in arrears) for one year of implementation and monitoring.
All fees (Planning, AUM, and Project) billed quarterly in arrears. AUM fees are annualized and based on average daily balance.
Asset Management Fees
BLENDED TIER FEE
ASSETS UNDER MANAGEMENT
1%
< $1,000,000
0.9%
> $1,000,000
0.8%
> $2,000,000
0.7%
> $3,000,000
0.6%
> $4,000,000
0.5%
> $5,000,000
Schedule a Consultation
BLOG
Citywire RIA: How early Amazon employee Eric Franklin went from running retail to running an RIA
Citywire RIA: How early Amazon employee Eric Franklin went from running retail to running an RIA
Feb 5, 2025
Business Insider: 3 ways you can save more without having to make a budget, even as inflation ticks up
Business Insider: 3 ways you can save more without having to make a budget, even as inflation ticks up
Jan 25, 2025
2024 Q4 Market Review
2024 Q4 Market Review
Jan 17, 2025
GoBankingRates.com: I’m a Financial Advisor: 5 Worst Things You Can Do for Your Finances in 2025
GoBankingRates.com: I’m a Financial Advisor: 5 Worst Things You Can Do for Your Finances in 2025
Jan 9, 2025
Q3 2024 Prospero Wealth Newsletter
Q3 2024 Prospero Wealth Newsletter
Dec 3, 2024
Podcast: Financial Advisor Success with Michael Kitces Ep 414: Narrowing Down the Focus to Byte-Sized Planning for Tech Employees
Podcast: Financial Advisor Success with Michael Kitces Ep 414: Narrowing Down the Focus to Byte-Sized Planning for Tech Employees
Dec 3, 2024
Smart Money Circle Podcast: Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money
Smart Money Circle Podcast: Timeless Lessons From A Money Manager That Helps Tech Employees Invest Their Money
Nov 13, 2024
The Prospero Wealth Concentrated Position Playbook
The Prospero Wealth Concentrated Position Playbook
Oct 3, 2024
Citywire RIA: How early Amazon employee Eric Franklin went from running retail to running an RIA
Feb 5, 2025
Business Insider: 3 ways you can save more without having to make a budget, even as inflation ticks up
Jan 25, 2025
2024 Q4 Market Review
Jan 17, 2025
GoBankingRates.com: I’m a Financial Advisor: 5 Worst Things You Can Do for Your Finances in 2025
Jan 9, 2025
Our Newsletter is Good.
Seriously. We have real opinions on tons of stuff: markets, investor behavior, hucksters, charlatans, even crypto.
Sign up now and you’’ll receive immediate access to our Concentrated Position Playbook!
Seriously. We have real opinions on tons of stuff: markets, investor behavior, hucksters, charlatans, even crypto.
Sign up now and you’ll receive immediate access to our Concentrated Position Playbook!
Seriously. We have real opinions on tons of stuff: markets, investor behavior, hucksters, charlatans, even crypto.
Sign up now and you’’ll receive immediate access to our Concentrated Position Playbook!
LET'S CHAT
Book your free consultation
FAQ
Frequently asked questions
Who are your clients?
Who are your clients?
How do you work with clients?
How do you work with clients?
Why should Prospero Wealth manage my money?
Why should Prospero Wealth manage my money?
How do you manage money?
How do you manage money?
Where do you manage my assets?
Where do you manage my assets?
Will you just manage my money for me (without a financial plan)?
Will you just manage my money for me (without a financial plan)?
Where did the name Prospero come from?
Where did the name Prospero come from?
What's up with the key logo?
What's up with the key logo?
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.
© Prospero Wealth 2024. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.
© Prospero Wealth 2024. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the states of Washington, Oregon, California, and in other jurisdictions where exempted.
© Prospero Wealth 2024. All rights reserved.