Firm
Prosperity Financial Planning
Celebration, Florida
Fee-only
Prosperity Financial Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 3 individual clients, 1 of them high net worth.
- Its ongoing planning fee starts at $6,000 a year, above the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Celebration, Florida |
|---|---|
| Website | prosperityfinancialplanning.com |
| Phone | (321) 330-6715 |
Prosperity Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Tier 1 flat fee of $1,500 per quarter ($6,000 annually) for advice-only (no investment management)." source
"Tier 1 flat fee of $1,500 per quarter ($6,000 annually) for advice-only (no investment management)." source
"Tier 1 flat fee of $1,500 per quarter ($6,000 annually) for advice-only (no investment management)." source
"Tier 1 flat fee of $1,500 per quarter ($6,000 annually) for advice-only (no investment management)." source
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 |
|---|---|
| Individual clients | 2 |
| High-net-worth clients | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 336596 |