My Prosper Team fees and pricing
Financial planner in Lehi, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, My Prosper Team charges $250 an hour and a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“$250 per hour; or When a client selects modular financial planning, MPT’s fee is $1200 per module.”
- Flat or project fee
- $1,200
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How My Prosper Team bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In such cases, the Adviser imposes a minimum annual advisory fee of $150, invoiced at engagement (and annually thereafter).”
- “If an unaffiliated manager program is utilized, the management fee attributed to the program’s services (as set forth in the program’s management agreement) is billed separately and is in addition to MPT’s fees.”
- “All fees for planning services are agreed upon in advance in writing.”
How My Prosper Team’s fees compare
- Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
- 3 of the 9 other planners in Lehi that publish an hourly rate charge less.
- Its flat or project fee of $1,200 is below the Utah median of $2,050. 33% of the 63 other Utah planners that publish a flat or project fee charge less.
- 4 of the 9 other planners in Lehi that publish a flat or project fee charge less.
About My Prosper Team
- Firm size: 5 employees.
- Registered as an adviser: 2020 (6 years).
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
- 1.25% a year
- Clients
- 438
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $58,240,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311144
- Phone
- (801) 889-1341
Can advise clients in 22 states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Minnesota, North Carolina, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Lehi that publish fees
- Artstone Private WealthLehi$200/hr
- Brighter Retirement Advisors LLCLehi$50-$500
- Decker Retirement Planning Inc.Lehi$250/hr
- Drive Wealth AdvisersLehi$300/hr, $5,000-$50,000
- Fletcher Capital ManagementLehi$75/hr, $500-$3,500
- Gajardo Wealth Management LLCLehi$200-$2,000
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.