Firm
Prosperity Wealth Strategies
Bloomfield Hills, Michigan
Fee-only
Prosperity Wealth Strategies at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 55 individual clients, 25 of them high net worth.
- Its average account is about $526,000 (assets it manages divided by its 181 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Bloomfield Hills, Michigan |
|---|---|
| Website | prosperityws.com |
| Phone | (248) 963-0568 |
Prosperity Wealth Strategies fees
Prosperity Wealth Strategies 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 | $95 million |
| Individual clients | 30 |
| High-net-worth clients | 25 |
| Accounts managed | 181 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 17, 2026 |
| SEC record | CRD 301923 |