CRD: 290485
Prism Planning Partners
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
About Prism Planning Partners
Prism Planning Partners is a fiduciary, fee-only financial planning firm serving entrepreneurs, ambitious professionals, and busy families with transparent CFP-led guidance. The team helps clients build wealth, manage cash flow, and plan taxes and retirement, paired with portfolio implementation that commonly uses ETFs, mutual funds, and core fixed income. Custody includes Fidelity and Vanguard, and the firm is frequently cited in national financial media.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RONALD A BERNSTEIN
Managing Member
- CRD
- #5026816
- Ownership
- 50% but less than 75%
NICOLE MARIE SULLIVAN
Chief Compliance Officer, Co-founder, Director
- CRD
- #6047107
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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BRANDON JAMES CLOUSE
--
- CRD
- #6011176
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,542,869 | $501,126 |
| Non-Discretionary | $0 | -- |
| Total | $241,542,869 | $501,126 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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