Prosperity Financial Group fees and pricing
Financial planner in Springfield, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 16, 2026, Prosperity Financial Group charges a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosperity Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of PFG's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of PFG's fees within five business days of signing the Pension Consulting Agreement.”
How Prosperity Financial Group’s fees compare
- Its flat or project fee of $1,000-$5,000 spans the Missouri median of $3,550. 38% of the 77 other Missouri planners that publish a flat or project fee charge less.
- 2 of the 5 other planners in Springfield that publish a flat or project fee charge less.
About Prosperity Financial Group
- Firm size: 3 employees.
- Registered as an adviser: 2025.
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
- 1.5% a year
- Clients
- 188
- Employees
- 3
- 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
- $97,995,840
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336091
- Phone
- (417) 888-0675
Other planners in Springfield that publish fees
- Capital360financialSpringfield$250/hr, $1,500-$7,000
- Dittrich Financial Group LLCSpringfield$150/hr
- JKD FinancialSpringfield$1,250
- Latour Asset Management LLCSpringfield$200-$2,000
- Mackay Financial Planning, LLCSpringfield$250/hr
- RLB FinancialSpringfield$3,000
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.