Prudent Prospera Planning, Inc. fees and pricing
Financial planner in Pleasanton, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 16, 2026, Prudent Prospera Planning, Inc. charges $250 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our Financial Planning fee is an hourly rate of $250 per hour.”
- Flat or project fee
- $1,500-$5,000
“Our fixed fee ranges from $1,500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prudent Prospera Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fixed fee is negotiable and will be based upon the number of planning areas covered, services provided, research, and preparation time involved in creating the plan.”
- “After five (5) days if a client cancels, any prepaid fees will be refunded on a prorated basis based upon work completed.”
- “Additionally, when the management fee is withdrawn (quarterly or monthly, in advance or in arrears) it will vary with each Third Party Adviser.”
How Prudent Prospera Planning, Inc.’s fees compare
- Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
- 2 of the 9 other planners in Pleasanton that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
- 3 of the 8 other planners in Pleasanton that publish a flat or project fee charge less.
About Prudent Prospera Planning, Inc.
“We offer clients financial planning services to evaluate their financial situation, goals and risk tolerance. We may offer comprehensive planning services, or the client may desire advice on certain planning components; we can tailor services as desired by the client.”
- Firm size: 2 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Insurance analysis
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
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 175416
- Phone
- (925) 523-3459
Can advise clients in 3 states: Arizona, California, Louisiana
Other planners in Pleasanton that publish fees
- Abundance AdvisersPleasanton$500/hr, $500
- Adap Tax Financial, Inc.Pleasanton$400/hr, $4,000/yr
- Carr Wealth Management LLCPleasanton$150/hr
- Golkonda Investment AdvisorsPleasanton$500-$10,000
- Grant Private Wealth ManagementPleasanton$250/hr, $1,500-$15,000
- Kaizen Financial Strategies, LLCPleasanton$500/hr, $10,000
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.