Prosperity Road, LLC fees and pricing
Financial planner in Santa Ana, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 10, 2026, Prosperity Road, LLC charges $350-$450 an hour for financial planning.
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
- $350-$450/hr
“Hourly fees range from $350 to $450.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prosperity Road, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
How Prosperity Road, LLC’s fees compare
- Its hourly rate of $350-$450 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 5 other planners in Santa Ana that publish an hourly rate charge less.
About Prosperity Road, LLC
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2015 (11 years).
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
- 1.25% a year
- Minimum
- $4,500 minimum fee (stated in brochure)
- Clients
- 64
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $172,311,682
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281894
- Phone
- (714) 241-0212
Can advise clients in 2 states: California, Georgia
Other planners in Santa Ana that publish fees
- Aequitas Financial, LLCSanta Ana$300/hr, $50,000
- Financial Strategies for Today and Tomorrow--Wealth MGMT GroupSanta Ana$450/hr, $10,000
- Insight Financial AdvisorsSanta Ana$600/hr, $500-$10,000
- JMB Financial Managers, Inc.Santa Ana$250-$500/hr, $1,000-$10,000
- Linda A. Barlow, CFPSanta Ana$100-$250/hr, $1,000-$2,500
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.