Prosperity Planning fees and pricing
Financial planner in North Kansas City, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 21, 2026, Prosperity Planning charges a monthly fee of $500 and a quarterly fee of $750-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $500/mo
“Fees for this service have an up-front fee of $2,500 plus a monthly fee of $500 for ongoing divorce financial planning.”
- Quarterly fee
- $750-$2,500/qtr
“Fees for this service range from $750-$2500 per quarter and are determined based on the nature of the services being provided and the complexity of each client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosperity Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the market value of the client’s account at the end of the previous quarter.”
- “All fees are agreed upon prior to entering into a contract with any client and are billed in advance.”
- “All fees are agreed upon prior to entering into a contract with any client and are billed in advance.”
About Prosperity Planning
“We provide a range of financial planning services, personalized to the needs of clients. Financial planning is a process that helps clients understand their overall”
- Firm size: 13 employees.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
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
- 1.15% a year
- Clients
- 383
- Employees
- 13
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $543,207,022
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298268
- Phone
- (816) 587-7526
Can advise clients in 7 states: California, Colorado, Florida, Kansas, Missouri, Texas, Washington
Other planners in North Kansas City that publish fees
- In the Game Wealth ManagementNorth Kansas City$250/hr
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/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.