Firm
ProsperiTea Planning
Greenfield, Massachusetts
Fee-only
ProsperiTea Planning at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 121 individual clients, 63 of them high net worth.
- Its average account is about $306,000 (assets it manages divided by its 579 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Greenfield, Massachusetts |
|---|---|
| Website | prosperiteaplanning.com |
| [email protected] | |
| Phone | (413) 829-4832 |
ProsperiTea Planning fees
ProsperiTea Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $177 million |
| Individual clients | 58 |
| High-net-worth clients | 63 |
| Accounts managed | 579 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134175) |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 282041 |