Plan2prosper LLC. fees and pricing

Financial planner in Andover, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2026, Plan2prosper LLC. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The $250 hourly fee would typically be for an investment advisory representative with substantial financial services industry experience and/or authoritative credentials such as CFP®, CFA or MBA.”

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

“Fees for financial planning services are billed at an hourly or fixed rate.”
“Upon completion, an implementation schedule is reviewed with the client to determine which steps will be pursued, and with whom the steps may be accomplished.”
“Fees for Financial Plans are negotiable and can be waived at the discretion of Plan2Prosper LLC.”

Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 6
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: $9,300,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 150292
Website: plan2prosper.biz (opens in new tab)
Phone: (973) 903-6856

Is something on this page wrong or out of date?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.