PlannerFees

Personal Prosperity LLC fees and pricing

Financial planner in Spring, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 26, 2026, Personal Prosperity LLC charges $200 an hour, a flat or project fee of $500⁠-⁠$5,000, and an annual fee of $2,400⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Project-Based Financial Planning Project Based Financial Planning engagements are offered at an hourly rate of $200 per hour.”
Flat or project fee
$500⁠-⁠$5,000
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500-$5,000 and an ongoing annual fee of between $2,400-$12,000, that is billed on a monthly basis.”
Annual fee
$2,400⁠-⁠$12,000/yr

From the same sentence as above.

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

How Personal Prosperity LLC bills

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

  • “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”

How Personal Prosperity LLC’s fees compare

  • Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
  • 1 of the 3 other planners in Spring that publish an hourly rate charge less.
  • Its flat or project fee of $500-$5,000 spans the Texas median of $3,850. 32% of the 401 other Texas planners that publish a flat or project fee charge less.
  • Its annual fee of $2,400-$12,000 spans the Texas median of $6,000. 55% of the 106 other Texas planners that publish an annual fee charge less.

About Personal Prosperity LLC

“We offer investment management, ongoing comprehensive financial planning and project-based financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Kenton Braun
  • Firm size: 2 employees.
  • Registered as an adviser: 2021 (5 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
0.6% a year
Minimum
$300 minimum fee (stated in brochure)
Clients
12
Employees
2
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
$22,115,774
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
313044
Website
personalprosperity.net (opens in new tab)
Phone
(713) 413-7801

Other planners in Spring that publish fees

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