Firm
Prosperity Path Advisers
Vero Beach, Florida
Fee-only
Prosperity Path Advisers at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 16 individual clients, 8 of them high net worth.
- Its average account is about $195,000 (assets it manages divided by its 29 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Vero Beach, Florida |
|---|---|
| Website | prosperitypathadvisers.com |
| Phone | (772) 400-6880 |
Prosperity Path Advisers fees
Prosperity Path Advisers doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 8 |
| High-net-worth clients | 8 |
| Accounts managed | 29 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-126462) |
| Financial planning | Offered |
| Form ADV filed | May 20, 2026 |
| SEC record | CRD 319614 |