Prosperity Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325⁠-⁠$500/hr

“Following the completion of a comprehensive financial plan, financial planning services are available at an hourly rate between $325 and $500 per hour, depending on the complexity of the need, at the discretion of the firm.”

Flat or project fee

$1,500⁠-⁠$3,500

“The negotiated fixed rate for comprehensive financial planning generally ranges from $1,500 to $3,500, depending on the complexity of the plan.”

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

How Prosperity Wealth Planning LLC bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of PWP's fees within five business days of signing the Investment Advisory Contract.”
• “Fees on assets invested in American Funds 529 Plan accounts are deducted in arrears from the client’s account by the American Funds Service Company at the end of each quarterly period ending on the last business day of February, May, August, and November.”

How Prosperity Wealth Planning LLC’s fees compare

• Its hourly rate of $325-$500 is above the California median of $300. 81% of the 932 other California planners that publish an hourly rate charge less.
• 26 of the 30 other planners in Irvine that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Prosperity Wealth Planning LLC

• Firm size: 7 employees.
• Registered as an adviser: 2021 (5 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

2% a year

Clients

172

Employees

7

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$269,224,678

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315163

Website

prosperitywealthplanning.com (opens in new tab)

Phone

(877) 878-7860

Can advise clients in 4 states: Arizona, California, Nebraska, Texas

Other planners in Irvine that publish fees

• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• Advanced Financial Strategies IncIrvine$200⁠-⁠$400/hr
• Am Wealth Solutions, LLCIrvine$250/hr
• Ascend Financial Advisers, IncIrvine$350/hr
• Beltramo Financial Services, Inc.Irvine$1,500⁠-⁠$5,000
• Capital CS Group, LLCIrvine$450/hr, $1,000⁠-⁠$50,000

Compare all 58 planners in Irvine