Prophet Wealth Management fees and pricing

Financial planner in Kenosha, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, Prophet Wealth Management charges $150 an hour for financial planning.

Published fees

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

Hourly rate: $150/hr; “Hourly fees will be billed at the rate of $150 per hour.”

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

“Such fees are paid quarterly in advance.”
“The fees will be prorated if the investment advisory relationship commences otherwise than at the beginning of a calendar quarter.”
“Upon termination, any unearned, prepaid fees will be due and payable.”

Its hourly rate of $150 is below the Wisconsin median of $300. 3% of the 95 other Wisconsin 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
Minimum: $100,000 in assets (stated in brochure)
Clients: 274
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $80,444,310
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 113481
Website: prophetwealthmangement.com (opens in new tab)
Phone: (262) 657-5555

Can advise clients in 2 states: Illinois, Wisconsin

Is something on this page wrong or out of date?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