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.”
- 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
- Phone
- (571) 244-1802
Other planners in Fairfax Station that publish fees
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
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.