Prosperity Advisers, LLC fees and pricing
Financial planner in Horsham, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Prosperity Advisers, LLC charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Services are offered based on an hourly fee of $400 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosperity Advisers, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Method of Compensation and Fee Schedule Prosperity Advisers bases its fees on assets under management, negotiable fixed fees and solicitor fees from TPMs for legacy clients only.”
- “Fees are billed in arrears, most often quarterly, though for some investments the fees are billed monthly and some annually, based on the amount of assets managed as of the close of business on the last business day of the previous period.”
- “If this Agreement is terminated prior to the end of the billing cycle, Prosperity Advisers shall be entitled to a prorated fee based on the number of days during the fee period services were provided.”
How Prosperity Advisers, LLC’s fees compare
- Its hourly rate of $400 is above the Pennsylvania median of $250. 83% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Prosperity Advisers, LLC
“Prosperity Advisers offers discretionary direct asset management services to advisory Clients on their fee-only annuities.”
- Firm size: 8 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 289
- Employees
- 8
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $375,770,956
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282998
- Phone
- (267) 405-6166
Can advise clients in 7 states: Florida, Kansas, Missouri, New Jersey, Pennsylvania, Texas, Virginia
Other planners in Horsham that publish fees
- Sharp FinancialHorsham$150-$300/hr
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
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.