Financial Prosperity, Inc. fees and pricing
Financial planner in Park City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Financial Prosperity, Inc. charges a flat or project fee of $1,650-$2,950 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,650-$2,950
“YOUR STATUS INDIVIDUALS COUPLES INITIAL PERSONAL FINANCIAL PLAN SERVICE $2,150 $2,950 PERSONAL FINANCIAL PLAN REVIEW SERVICE $1,650 $2,250 Fees are due at the time of engagement and payable via a link to PayPal on our website.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Prosperity, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you cancel prior to completion of your financial plan, we will refund the difference between the amount you paid minus work product we completed to the point you cancel.”
- “We charge the above fixed fee for ongoing Personal Financial Plan Service monthly, in advance, and we request those recurring payments be submitted via PayPal by the 30th of each month.”
- “We charge an annualized portfolio management fee (“Fee”) monthly in advance to each account under our discretionary management, and we aggregate accounts in your household to determine the total asset level.”
How Financial Prosperity, Inc.’s fees compare
- Its flat or project fee of $1,650-$2,950 spans the Utah median of $2,050. 56% of the 63 other Utah planners that publish a flat or project fee charge less.
About Financial Prosperity, Inc.
“Financial Prosperity is a fee‐only investment adviser that offers two types of advisory services: Personal Financial Plan Service and Integrated Financial Planning and Portfolio Management Service.”
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 32
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $45,263,647
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 151710
- Phone
- (435) 608-1394
Other planners in Park City that publish fees
- Grinnell Capital, LLCPark City$1,250
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
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.