Prosperity Planning, Inc.
North Kansas City, Missouri
Prosperity Planning, Inc. at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 11 advisors are listed here; 8 of 11 hold the CFP.
- Its Form ADV reports 13 employees and 383 individual clients, 177 of them high net worth.
- Its average account is about $379,000 (assets it manages divided by its 1,432 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | North Kansas City, Missouri |
|---|---|
| Website | prosperityplanninginc.com |
| [email protected] | |
| Phone | (816) 587-7526 |
Questions about Prosperity Planning, Inc.
Does Prosperity Planning, Inc. have an account minimum?
Yes. Prosperity Planning, Inc. states an account minimum of $500,000. We found this on its website, checked October 28, 2026.
How is Prosperity Planning, Inc. paid?
Prosperity Planning, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Prosperity Planning, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 11 advisors at Prosperity Planning, Inc., and 8 hold the CFP.
What is the average account at Prosperity Planning, Inc.?
Prosperity Planning, Inc.'s average account is about $379,000. That's the assets on its Form ADV divided by its 1,432 accounts.
What does Prosperity Planning, Inc. specialize in?
Prosperity Planning, Inc.'s advisors and website list retirement planning, tax planning, divorce financial planning and pension planning.
Is Prosperity Planning, Inc. accepting new clients?
Yes, according to Prosperity Planning, Inc.'s website, checked October 28, 2026.
Does Prosperity Planning, Inc. work with clients virtually?
Yes. Prosperity Planning, Inc.'s website says it works with clients virtually.
Prosperity Planning, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The above listed services require a minimum of $500,000 in investable assets." source
"Our firm primarily works with clients on an ongoing basis through an assets-under-management arrangement, where the fees are billed directly from the assets." 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $543 million |
| Individual clients | 206 |
| High-net-worth clients | 177 |
| Accounts managed | 1,432 |
| Employees | 13 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-113944) |
| Financial planning | Offered |
| Form ADV filed | September 21, 2026 |
| SEC record | CRD 298268 |