Prosperity Advisory Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“Hourly fees range from $100 to $300 per hour.”

Annual fee

$500/yr

“Ongoing Annual Review – Ongoing financial planning reviews are charged a fixed fee of $500 per year.”

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

How Prosperity Advisory Group LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “At the Advisor’s discretion, Clients may be permitted to pay advisory fees via invoice.”
• “Fees may be negotiable based on the on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Prosperity Advisory Group LLC’s fees compare

• Its hourly rate of $100-$300 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 2 other planners in Victor that publish an hourly rate charge less.
• Its annual fee of $500 is below the New York median of $6,250. 1% of the 80 other New York planners that publish an annual fee charge less.

About Prosperity Advisory Group LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 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

Highest asset based fee in brochure

1.25% a year

Clients

244

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$216,021,904

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

310720

Website

prosperityadv.com (opens in new tab)

Phone

(585) 381-5900

Can advise clients in 4 states: Florida, New Hampshire, New York, Texas

Other planners in Victor that publish fees

• FLFS Advisory LLCVictor$250⁠-⁠$1,500/hr
• Piano Wealth ManagementVictor$250/hr, $500⁠-⁠$2,500
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr

Compare all 5 planners in Victor