Prosperity Wealth Strategies LLC fees and pricing

Financial planner in Bloomfield Hills, Michigan. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 17, 2026, Prosperity Wealth Strategies LLC charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

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 Prosperity's fees within five business days of signing the Investment Advisory Contract.”
“The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Its hourly rate of $500 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
7 of the 7 other planners in Bloomfield Hills that publish an hourly rate charge less.

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% a year
Clients: 55
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $95,249,626
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 301923
Website: prosperityws.com (opens in new tab)
Phone: (248) 963-0568

Can advise clients in 2 states: Florida, Michigan

Is something on this page wrong or out of date?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.