The Prosperity People fees and pricing

Published fees

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

Flat or project fee

$300⁠-⁠$15,000

“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $300 to $15,000 depending on the specific arrangement reached with the client.”

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

How The Prosperity People bills

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

• “The balance is due upon completion of the plan.”
• “Clients will be invoiced in advance, at the beginning of each calendar quarter, based upon the month end values (market value or fair market value in the absence of market value, plus any margin balance of the client’s account during the previous quarter.”
• “Upon termination of any account, any, prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How The Prosperity People’s fees compare

• Its flat or project fee of $300-$15,000 spans the Kentucky median of $3,000. 73% of the 33 other Kentucky planners that publish a flat or project fee charge less.

About The Prosperity People

• Firm size: 6 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

Clients

169

Employees

6

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$147,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

124957

Website

theprosperitypeople.com (opens in new tab)

Phone

(859) 331-7755

Can advise clients in 8 states: California, Florida, Indiana, Kentucky, Louisiana, Michigan, Ohio, Virginia

Other planners in Kentucky that publish fees

• Abri LLCLexington$500/hr, $3,000
• Advantage Investment ManagementLouisville$250/hr, $25,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Avant-Garde WealthSmiths Grove$5,000/yr
• Balanced Life PlanningVilla Hills$250/hr
• Ballast, Inc.Lexington$200⁠-⁠$10,000

Compare all 104 planners in Kentucky