Prospettiva Financial fees and pricing
Financial planner in San Francisco, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Prospettiva Financial charges a flat or project fee of $10,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000-$20,000
“Flat fees range from $10,000 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prospettiva Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “The first payment is due one month after execution of the Agreement and will be assessed pro-rata.”
- “Fees are negotiable at our firm’s discretion and will be deducted from client account(s).”
How Prospettiva Financial’s fees compare
- Its flat or project fee of $10,000-$20,000 is above the California median of $5,000. 89% of the 796 other California planners that publish a flat or project fee charge less.
- 29 of the 35 other planners in San Francisco that publish a flat or project fee charge less.
About Prospettiva Financial
“Description of the types of advisory services we offer. (i) Wealth Management: We emphasize continuous and regular account supervision.”
- Principal: Sean Fletcher
- Firm size: 3 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Charitable giving
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% a year
- Clients
- 294
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $128,665,439
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148760
- Phone
- (415) 362-8636
Can advise clients in 2 states: California, Montana
Other planners in San Francisco that publish fees
- Amoretti Capital ManagementSan Francisco$450/hr
- Applied AdvisorSan Francisco$285/hr, $285
- Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
- Berkeley Investment AdvisorsSan Francisco$6,000/yr
- BPM Wealth Advisors, LLCSan Francisco$250-$50,000
- Bridgelane FinancialSan Francisco$500/hr, $5,000-$20,000
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.