# Proper Financial, LLC

> Proper Financial, LLC is a state-registered investment advisory firm in Wayne, PA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 329499
- Filed as: PROPER FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329499
- AdvisorCensus page: https://advisorcensus.com/firm/proper-financial-llc-wayne-pa-329499

## Quick answers

**How is Proper Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Proper Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Proper Financial, LLC located?**
Proper Financial, LLC's principal office is in Wayne, PA, according to its Form ADV.

**Is Proper Financial, LLC registered with the SEC or a state?**
Proper Financial, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329499.

**How much does Proper Financial, LLC manage?**
Proper Financial, LLC reports $65,000,000 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Proper Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (22).

**Does Proper Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329499

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $65,000,000
- Discretionary: $65,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $25,000,000 |
| High net worth individuals | 22 | $40,000,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- properretirement.com
- Facebook @properretirementPA
- LinkedIn @proper-retirement
- X @ProperRtrmt
- YouTube @ProperRetirement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Proper Financial, LLC (CRD 329499): Form ADV filing data as of October 2026.