Prosperity Financial Group, Inc. fees and pricing

Published fees

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

Hourly rate

$250/hr

“Our hourly fees are $250.”

Flat or project fee

$500

“We generally charge a minimum fee of $500 for written financial plans.”

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

How Prosperity Financial Group, Inc. bills

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

• “Fees will generally be automatically deducted from your managed account but in rare cases we may agree to directly invoice clients.”
• “The total estimated fee, as well as the ultimate fee that we charge you, is negotiable based on the scope and complexity of our engagement with you.”
• “The total fee for financial planning and consulting services will be deducted from your managed account or will be directly billed to you.”

How Prosperity Financial Group, Inc.’s fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• None of the 7 other planners in San Ramon that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 5 other planners in San Ramon that publish a flat or project fee charge less.

About Prosperity Financial Group, Inc.

• Firm size: 10 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

2% a year

Clients

598

Employees

10

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$502,955,078

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

339321

Website

401kprosperityfg.com (opens in new tab)

Phone

(925) 314-8500

Can advise clients in 21 states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Louisiana, Massachusetts, New Hampshire, New Jersey, New Mexico, Nevada, New York, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, Wisconsin

Other planners in San Ramon that publish fees

• California Financial AdvisorsSan Ramon$150⁠-⁠$450/hr
• Carey Wealth ManagementSan Ramon$350/hr, $1,500⁠-⁠$10,000
• Certified Planners, Inc.San Ramon$300/hr
• Fairway Asset Management, Inc.San Ramon$275/hr, $2,500⁠-⁠$15,000
• Giving Tree Wealth AdvisorsSan Ramon$400/hr
• Insight Wealth Strategies, LLCSan Ramon$500/hr, $50,000

Compare all 16 planners in San Ramon