Prosperent Capital, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$750/hr

“Clients​ C ​should use their discretion with obtaining asset management and or advisory services from​ ​Prosperent Capital. [Disclosure under Rule 260.238(j)]​ ​Financial Planning and Consulting Services​ P​ rosperent Capital offers financial planning or consulting services on an hourly basis ranging from,​ ​but…”

Monthly fee

$250⁠-⁠$1,000/mo

From the same sentence as above.

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

How Prosperent Capital, LLC bills

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

• “The Investment​ ​Management Fees in the first month of the Agreement shall be prorated from the inception date to​ ​the end of the first month.”
• “Upon termination, the Firm will refund any unearned, prepaid​ ​Investment Management Fees from the effective date of termination to the end of the quarter.”
• “After the five-day period, the Client will incur charges for bona​ ​fide advisory services rendered to the point of termination and such fees will be due and payable​ ​by the Client.”

How Prosperent Capital, LLC’s fees compare

• Its hourly rate of $250-$750 spans the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.

About Prosperent Capital, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,950,554

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325603

Website

ProsperentCapital.com (opens in new tab)

Phone

(213) 259-3338

Other planners in Ukiah that publish fees

• Antonio Andrade, CFPUkiah$325/hr, $1,500/yr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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