# Seek the Plan

> Seek the Plan is a state-registered investment advisory firm in Greenbelt, MD, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated June 15, 2023.

- CRD: 304799
- Filed as: SEEK THE PLAN
- Legal name: Prosper Financial, Benefit LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenbelt, MD
- Filing period: October 2026
- Form ADV filing dated: June 15, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304799
- AdvisorCensus page: https://advisorcensus.com/firm/seek-the-plan-greenbelt-md-304799

## Quick answers

**How is Seek the Plan compensated?**
On its Form ADV (Item 5.E, October 2026), Seek the Plan reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Seek the Plan located?**
Seek the Plan's principal office is in Greenbelt, MD, according to its Form ADV.

**Is Seek the Plan registered with the SEC or a state?**
Seek the Plan is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304799.

**Does Seek the Plan 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/304799

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Seek the Plan (CRD 304799): Form ADV filing data as of October 2026.