Prosper Private Wealth fees and pricing
Financial planner in Mesa, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 2, 2026, Prosper Private Wealth charges $450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“The maximum hourly fee is $450.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosper Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged monthly, in arrears, based on the average daily balance of the account.”
- “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the days the Client account was open during that quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
How Prosper Private Wealth’s fees compare
- Its hourly rate of $450 is above the Arizona median of $275. 86% of the 195 other Arizona planners that publish an hourly rate charge less.
- 8 of the 10 other planners in Mesa that publish an hourly rate charge less.
About Prosper Private Wealth
“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, independent third-party money management, and retirement services.”
- Firm size: 3 employees.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Minimum
- $1,000,000 in assets (stated in brochure)
- Clients
- 51
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $150,821,334
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333708
- Phone
- (888) 404-3042
Can advise clients in 5 states: Arizona, California, New Hampshire, Texas, Utah
Other planners in Mesa that publish fees
- CBK Financial Advisors LLCMesa$500-$6,000
- Cooper Financial Investments, LLCMesa$300/hr
- Decisionpoint Financial, LLCMesa$150-$300/hr, $2,000-$15,000
- Fleming Financial ServicesMesa$150/hr, $495-$4,995
- Immaculate Wealth Management, LLCMesa$150/hr, $225-$1,250
- Integrated Financial Solutions, PLLCMesa$575/hr, $500-$12,000
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.