Prosperity Financial Planning LLC fees
Financial planner in Celebration, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Prosperity Financial Planning LLC (Celebration, FL) charges a quarterly fee of $1,500 for financial planning.
- Website: prosperityfinancialplanning.com (opens in new tab)
- Call (321) 330-6715
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change.
- Quarterly fee
- $1,500/qtr
“Tier 1: flat fee of $1,500 per quarter ($6,000 annually) for advice-only (no investment management).”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Prosperity Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Should a change to the fee amount be warranted, Clients will be notified in writing at least 30 days in advance.”
- “After the first quarter of the initial agreement, a pro-rata refund will be paid to Client if the agreement is canceled within any quarter.”
- “You will only be charged for the services provided up to the date of termination, which may result in a prorated refund.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and quarterly planning fees
- Clients
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 13, 2026
- CRD number
- 336596 (opens in new tab)
- Phone
- (321) 330-6715
Registered in 2 states: Florida, Pennsylvania
More planners in Florida that publish fees
- Luminary Financial Advisors, LLCCocoa BeachFlat $400-$20,000
- Together PlanningGainesvilleHourly $300/hr
- CMA Advisors, Inc.BradentonHourly $400/hr, Flat from $5,000
- GBS GroupMiramarFlat $2,000-$7,500
- Heartwood Financial ServicesSanfordHourly $200/hr
- Ethos Private WealthCoral GablesHourly $100-$400/hr
Is something on this page wrong or out of date?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.