# Presper Financial Architects, LLC

> Presper Financial Architects, LLC is an SEC-registered investment advisory firm in Akron, OH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 297538
- Filed as: PRESPER FINANCIAL ARCHITECTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297538
- AdvisorCensus page: https://advisorcensus.com/firm/presper-financial-architects-llc-akron-oh-297538

## Quick answers

**How is Presper Financial Architects, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Presper Financial Architects, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Presper Financial Architects, LLC charge?**
Its Form ADV Part 2A brochure dated February 23, 2026 states: Flat fee: $1,000 to $2,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Presper Financial Architects, LLC located?**
Presper Financial Architects, LLC's principal office is in Akron, OH, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Presper Financial Architects, LLC registered with the SEC or a state?**
Presper Financial Architects, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297538.

**How much does Presper Financial Architects, LLC manage?**
Presper Financial Architects, LLC reports $362,648,463 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Presper Financial Architects, LLC's assets and staff changed since 2021?**
In the Form ADV data for Presper Financial Architects, LLC: Regulatory assets under management: $227,587,823 in the October 2021 data and $362,648,463 in the October 2026 data, up 59%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Presper Financial Architects, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (422); high net worth individuals (111).

**Which custodians does Presper Financial Architects, LLC use?**
Presper Financial Architects, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Presper Financial Architects, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297538

**Does Presper Financial Architects, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 23, 2026 says: "PFA requires each client to place at least $ 500,000 with the firm. This minimum may be waived at the discretion of PFA."

**What changed in Presper Financial Architects, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 23, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> PFA requires each client to place at least $ 500,000 with the firm. This minimum may be waived at the discretion of PFA.

- Flat fee: $1,000 to $2,500 (financial planning services)

> The hourly rate ranges from $1 50 to $350 per hour. Fixed fees range from $1000 to $2500 per plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $362,648,463
- Discretionary: $362,648,463
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 422 | $140,765,676 |
| High net worth individuals | 111 | $215,313,848 |
| Charitable organizations | Fewer than 5 | $6,568,939 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, NC, OH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- North Canton, OH

### Websites listed on Form ADV (Item 1.I)
- presperfinancial.com
- Facebook @tompresper
- Instagram @presperfinancialarchitects
- LinkedIn @presper-financial-architects

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $227,587,823 | 8 | March 31, 2021 |
| October 2022 | $261,619,486 | 10 | March 10, 2022 |
| October 2023 | $263,332,249 | 10 | March 20, 2023 |
| October 2024 | $288,916,100 | 8 | March 22, 2024 |
| October 2025 | $316,896,164 | 9 | February 25, 2025 |
| October 2026 | $362,648,463 | 10 | September 14, 2026 |

Regulatory assets under management: $227,587,823 in the October 2021 data and $362,648,463 in the October 2026 data, up 59%.
Total employees: 8 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $316,896,164 to $362,648,463 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Presper Financial Architects, LLC (CRD 297538): Form ADV filing data as of October 2026.