Henry
Fanger

Prosperity Financial Group, Inc

CRD#811525
Investment Advisor
in San Ramon, CA

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About this Advisor

Henry Fanger is a chartered financial consultant based in San Ramon, California who has 13 years of relevant experience. Fanger is on the advisory team at Prosperity Financial Group, Inc. Throughout their career, Fanger has worked at Henry A. Fanger, Clu, Prosperity Financial Group, Inc, Financial Telesis, Inc and Fortune Financial Services. Fanger has a Series 63 license, which qualifies them as a securities agent, and is registered to operate in California. Prosperity Financial Group, Inc is an advisory business headquartered in San Ramon, CA. It has offices in two locations and a total of eight employees. It administers $213 million in assets across its 1,100 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 1,100 customer accounts, just 6% belong to high-net-worth clients who have more than $1 million in investable assets. Prosperity Financial Group, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. Fee types billed by Prosperity Financial Group, Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2333 San Ramon Valley Blvd., 200
San Ramon, CA 94583

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Prosperity Financial Group, Inc Brokerage Details

Total Assets Under Management

$213,169,347

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

1,100

CA Average: 3,727
Average Account Size

$193,790

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Henry Fanger Work History

Henry has been registered as a financial advisor for 13 years.*

2014 - Present (10 years)

Fortune Financial Services

2010 - Present (14 years)

Prosperity Financial Group, Inc

1990 - Present (34 years)

Henry A. Fanger, Clu

2010 - 2014 (4 years)

Financial Telesis, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Henry Fanger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperity Financial Group, Inc

Ankit Sahu
San Francisco, CA
James Hebert
San Ramon, CA
Cesar Dantes
San Ramon, CA
Daniel Korth
San Ramon, CA
Jamie Hargrave
San Ramon, CA
Elliot Kallen
San Ramon, CA
Emmett Peck
San Ramon, CA
Charles Ballweg
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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