Prosperitea Planning fees and pricing
Financial planner in Greenfield, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 30, 2026, Prosperitea Planning charges $359 an hour and an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $359/hr
“In those cases, there could be an hourly planning charge at $359/hour.”
- Annual fee
- $7,500/yr
“The annual retainer fee ranges from a minimum of $7,500 (to new clients) upward.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosperitea Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In practice, we ask you to tell us in advance of the last meeting that you won’t be continuing after this quarter.”
- “This gives us time to hand things off smoothly. ccounts terminated during a calendar quarter will be charged a prorated fee.”
How Prosperitea Planning’s fees compare
- Its hourly rate of $359 is above the Massachusetts median of $300. 74% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its annual fee of $7,500 is below the Massachusetts median of $8,250. 45% of the 62 other Massachusetts planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Prosperitea Planning
- Firm size: 4 employees.
- Credentials named in the brochure: CPA and CFA.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 121
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $176,890,177
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282041
- Phone
- (413) 829-4832
Can advise clients in 3 states: California, Massachusetts, New Hampshire
Other planners in Massachusetts that publish fees
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
- Act 2 PlanningWinchester$100-$500
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.