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Prosperitea Planning

Prosperitea Planning. CRD 282041

Prosperitea Planning logo

CRD: 282041

Prosperitea Planning

Greenfield, MA, 01301
4138294832
www.prosperiteaplanning.com
$176.9M Total AUM
$176.9M Disc. AUM
-- 3Y CAGR
4 Employees
131 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Optima fusionMeridian ember +more
Established Date
01-25-2016
Office Locations
2

Office Locations

308 Main Street Greenfield MA
-- SAN Diego CA

About Prosperitea Planning

ProsperiTea Planning is a fee-only, fiduciary SEC-registered RIA in Greenfield, MA offering integrated investment advising, comprehensive financial planning, and tax planning/preparation. Led by Wendy Marsden (CPA, CFP) and Sam Plotkin (CFA), the firm emphasizes tax-aware guidance in a supportive planning-first process, with fixed-price engagements disclosed in advance. Not accepting new tax-prep-only clients; focuses on deeply integrated ongoing relationships.

Team overview

-- AVG AGE
$44.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
3.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Vector Meridian Prime element Atlas Element Summit harbor

CRM

Alpha delta

Custodian

Fusion Crest Frontier bridge Harbor wave Element Matrix vital Optima horizon Timber Value Timber pathway Capital Vital quantum

Fund Managers

Vector quantum Fusion beacon

Investment Themes

Focus alpha Beacon meridian Harbor fusion Frontier Pathway pioneer

Investment Vehicles

Quantum

Platform

Frontier

Services

Vital optima Meridian timber Foundation Focus north Vector Glacier legacy Legacy Vertex North fusion Foundation zenith Focus eagle Zenith Delta insight

Technology

Insight Capital north Vital catalyst Frontier Ember Oak legacy

Owner & Executives

Samuel Phillip Plotkin

Samuel Phillip Plotkin

Owner, Paraplanner

CRD
#7449679
Ownership
25% but less than 50%
(242) 942-1685
capital.harbor@matrixcapital.com
in linkedin.com/in/value-horizon
WENDY SUZANNE CONRAD MARSDEN

WENDY SUZANNE CONRAD MARSDEN

Certified Financial Planner, Chief Compliance Officer

CRD
#6596601
Ownership
Less than 5%
(331) 593-7127
legacy.element@timbercapital.com
in linkedin.com/in/atlas-eagle

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Contacts

D

David Michael Carnevale

--

CRD
#8182719
(348) 701-9169
crest.zenith@vectorcapital.com
in linkedin.com/in/momentum-timber
M

Mari Lynn Fries

--

CRD
#8185401
(575) 722-1360
glacier.ember@elementcapital.com
in linkedin.com/in/alpha-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-12-2025
03-05-2026
Category Assets AVG. Account size
Discretionary $176,890,177 $305,510
Non-Discretionary $0 --
Total $176,890,177 $305,510

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Separately Managed Accounts

Total SMA Asset: $176,890,177

$176.9M Total SMA
Equity - Exchange:
31.2%
Public Funds:
10.4%
Cash:
20.3%
Corporate - Investment Grade:
8.2%
Private Funds:
22.1%
U.S. Government/Agency:
7.8%
Asset class Assets Assets %
Equity - Exchange $213,927,858 31.2%
Public Funds $71,309,286 10.4%
Cash $139,190,241 20.3%
Corporate - Investment Grade $56,224,629 8.2%
Private Funds $151,532,232 22.1%
U.S. Government/Agency $53,481,964 7.8%
Total $685,666,210 100.0%

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