Prosperity Investment Advisors, Inc. fees and pricing
Financial planner in Longmont, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 18, 2023, Prosperity Investment Advisors, Inc. charges $195 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $195/hr
“Hourly Rate: $195 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosperity Investment Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Withdrawals and additions during the month will be prorated for the percentage of the month that the assets were in the account based on a 30-day month.”
- “Hourly fees are due upon completion of work.”
How Prosperity Investment Advisors, Inc.’s fees compare
- Its hourly rate of $195 is below the Colorado median of $300. 13% of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 4 other planners in Longmont that publish an hourly rate charge less.
About Prosperity Investment Advisors, Inc.
“Prosperity Investment Advisors, Inc. offers investment advice through asset management and financial planning services. We offer an Asset Management Service, Financial Planning Services, and consulting to corporations for Profit Sharing Plans. 4 5”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 40
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $12,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148473
- Phone
- (303) 776-4562
Other planners in Longmont that publish fees
- Best Life Financial Planning, LLCLongmont$200/hr, $1,000-$7,000
- Boulder Financial Planning CompanyLongmont$450/hr, $1,000-$10,000
- Ellis Financial Solutions LLCLongmont$150-$500
- Momentum Financial Planning LLCLongmont$3,299, $349-$478/mo
- MoneyfullLongmont$250-$450/hr
- My Wealth PlannersLongmont$10,000/yr
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.