Prasad Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$25,000

“Fees for Financial Planning and Consulting Services Clients that are receiving financial planning services only are charged a fixed fee ranging from $500 to $25,000.”

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

How Prasad Wealth Partners bills

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

• “For clients whose engagement is completed upon Prasad’s delivery of the financial plan, half of the fee is payable upfront and the remainder of the fee is due upon delivery of the financial plan.”
• “For clients receiving ongoing reviews of their financial plan, fees are charged quarterly in advance.”
• “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”

How Prasad Wealth Partners’ fees compare

• Its flat or project fee of $500-$25,000 spans the Ohio median of $3,250. 93% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Independence that publish a flat or project fee charge less.

About Prasad Wealth Partners

• Firm size: 11 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

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

2.25% a year

Clients

724

Employees

11

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$572,075,956

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

332507

Website

linkedin.com/company/prasadwealth (opens in new tab)

Phone

(216) 313-9999

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New York, Ohio, Pennsylvania, Texas

Other planners in Independence that publish fees

• Enza Financial, LLCIndependence$25,000/yr
• Spinnaker Financial Group, LLCIndependence$200/hr, $10,000
• Strategic Wealth Partners, LTD.Independence$500/hr, $3,000
• Tempo WealthIndependence$1,000⁠-⁠$3,000

Compare all 11 planners in Independence