# Prudent Prospera Planning, Inc.

> Prudent Prospera Planning, Inc. is a state-registered investment advisory firm in Pleasanton, CA, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated September 16, 2026.

- CRD: 175416
- Filed as: PRUDENT PROSPERA PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Pleasanton, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/175416
- AdvisorCensus page: https://advisorcensus.com/firm/prudent-prospera-planning-inc-pleasanton-ca-175416

## Quick answers

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

**Where is Prudent Prospera Planning, Inc. located?**
Prudent Prospera Planning, Inc.'s principal office is in Pleasanton, CA, according to its Form ADV.

**Is Prudent Prospera Planning, Inc. registered with the SEC or a state?**
Prudent Prospera Planning, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 175416.

**Does Prudent Prospera Planning, Inc. 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/175416

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- atulcfp.com
- myincomedesign.com
- LinkedIn @atulcdubal

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prudent Prospera Planning, Inc. (CRD 175416): Form ADV filing data as of October 2026.