Prosper Wisely, LLC fees and pricing
Financial planner in Pittsburgh, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 28, 2023, Prosper Wisely, LLC charges a flat or project fee of $600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2023. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $600
“Method of Compensation and Fee Schedule INVESTMENT PLANNING AND CONSULTING Consult Prosper charges a fixed fee of $600 for this service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosper Wisely, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for investment planning and consulting are negotiable and due in advance upon the signing of the agreement.”
- “Fees for investment planning and consulting will be billed to the Client and paid directly to Prosper.”
How Prosper Wisely, LLC’s fees compare
- Its flat or project fee of $600 is below the Pennsylvania median of $3,650. 8% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- None of the 14 other planners in Pittsburgh that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Prosper Wisely, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316798
- Phone
- (724) 220-6614
Other planners in Pittsburgh that publish fees
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A. Neff Associates LLCPittsburgh$150/hr
- Allegheny Financial GroupPittsburgh$500/hr
- Allegheny InvestmentsPittsburgh$500/hr
- Centerview Wealth Advisors, LLCPittsburgh$100-$300/hr, $500-$30,000
- DS Wealth Advisors, Inc.Pittsburgh$100-$150/hr
Is something on this page wrong or out of date?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.