Prosperity Asset Management, LLC fees and pricing

Published fees

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

Flat or project fee

$500

“FINANCIAL PLANNING and CONSULTING Financial Planning Services are offered based on a negotiable fixed fee basis with a minimum fee of $500 and a maximum fee of $2,500 based on complexity and unique Client needs.”

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

How Prosperity Asset Management, LLC bills

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

• “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
• “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
• “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”

How Prosperity Asset Management, LLC’s fees compare

• Its flat or project fee of $500 is below the Kentucky median of $3,000. 6% of the 33 other Kentucky planners that publish a flat or project fee charge less.
• None of the 10 other planners in Louisville that publish a flat or project fee charge less.

About Prosperity Asset Management, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$500 minimum fee (stated in brochure)

Clients

195

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$56,591,359

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

286028

Website

prosperityassetmanagement.com (opens in new tab)

Phone

(502) 665-0455

Can advise clients in 4 states: Florida, Indiana, Kentucky, Ohio

Other planners in Louisville that publish fees

• Advantage Investment ManagementLouisville$250/hr, $25,000
• Barlow Wealth Partners, LLCLouisville$150⁠-⁠$750/hr
• Bluegrass Financial Planning, LLCLouisville$120⁠-⁠$180/hr, $480⁠-⁠$750/qtr
• Centerline Wealth Advisors, LLCLouisville$25,000
• Clark Financial PlanningLouisville$5,000/yr
• Family Wealth Planning PartnersLouisville$1,000, $1,000/yr

Compare all 35 planners in Louisville