Everman Prosperity fees and pricing

Financial planner in Fairfax Station, Virginia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 14, 2026, Everman Prosperity charges $320 an hour, a flat or project fee of $1,770⁠-⁠$4,470, and a quarterly fee of $1,080 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$320/hr
“The fee is calculated from an hourly rate of $320 and may be negotiable in advance.”
Flat or project fee
$1,770⁠-⁠$4,470
“Fixed fee rates range between $1,770 to $4,470.”
Quarterly fee
$1,080/qtr
“We charge a recurring fixed fee for Ongoing Financial Planning starting at $1,080 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Everman Prosperity bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The annual advisory fee is paid quarterly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “The annual advisory fee is paid quarterly in arrears based on the value of the participants’ account(s) as of the last day of the billing period.”

How Everman Prosperity’s fees compare

  • Its hourly rate of $320 is above the Virginia median of $260. 70% of the 203 other Virginia planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,770-$4,470 spans the Virginia median of $4,250. 41% of the 168 other Virginia planners that publish a flat or project fee charge less.

About Everman Prosperity

“We offer Investment Management and Financial Planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Robert Moore
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$2,750 minimum fee (stated in brochure)
Clients
6
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$2,036,229
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329528
Website
prosperwitheverman.com (opens in new tab)
Phone
(571) 244-1802

Other planners in Fairfax Station that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.