Firm
Prosperity Wealth Planning
Irvine, California
Fee-only
Prosperity Wealth Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 7 employees and 172 individual clients, 111 of them high net worth.
- Its average account is about $434,000 (assets it manages divided by its 621 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Irvine, California |
|---|---|
| Website | prosperitywealthplanning.com |
| Phone | (877) 878-7860 |
Prosperity Wealth Planning fees
Prosperity Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee. 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 | $269 million |
| Individual clients | 61 |
| High-net-worth clients | 111 |
| Accounts managed | 621 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-121807) |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 315163 |