Prosperity - An Eisneramper Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“For those clients engaging this service and who are receiving financial planning services through Guidebook, part of the FinLife Partners Service Offering, Prosperity’s financial planning fees typically start at $5,000, depending upon the level and scope of the service(s) required and the professional(s) rendering…”

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

How Prosperity - An Eisneramper Company bills

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

• “In some instances, the fee may be negotiable, at Prosperity’s discretion.”
• “Clients must approve the change in the scope of planning in advance of the additional work being performed when a fee increase is necessary.”
• “These fees are negotiable and the final rate, as agreed upon, will be outlined in our financial planning agreement.”

How Prosperity - An Eisneramper Company’s fees compare

• Its flat or project fee of $5,000 is above the Maryland median of $4,335. 53% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Owings Mills that publish a flat or project fee charge less.

About Prosperity - An Eisneramper Company

• Firm size: 82 employees.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Tax planning

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

2,369

Employees

82

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$5,038,680,517

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

133777

Website

prosperityconsult.com (opens in new tab)

Phone

(410) 363-7211

Can advise clients in 37 states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia

Other planners in Owings Mills that publish fees

• American Financial Management, LTD.Owings Mills$3,500
• BRC Financial PlanningOwings Mills$500/hr, $3,000
• Glass Jacobson Wealth AdvisorsOwings Mills$1,000⁠-⁠$25,000
• Silverstone Financial LLCOwings Mills$350/hr, $1,000⁠-⁠$6,000

Compare all 6 planners in Owings Mills