Firm
Prospero Wealth
Seattle, Washington
Fee-only
Prospero Wealth at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 6 advisors are listed here; 1 of 6 hold the CFP.
- Its Form ADV reports 8 employees and 80 individual clients, 42 of them high net worth.
- Its average account is about $364,000 (assets it manages divided by its 304 accounts).
- Its hourly rate of $250 is below the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | prosperowealth.com |
| [email protected] | |
| Phone | (971) 716-1991 |
Prospero Wealth 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.
| One-time plan | From $5,000 |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Plans start at $5,000 for individuals" source
"hourly Planning $250 per hour" source
"BLENDED TIER FEE ASSETS UNDER MANAGEMENT 1% < $1,000,000" source
"We charge by hourly fees and asset management fees." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $111 million |
| Individual clients | 38 |
| High-net-worth clients | 42 |
| Accounts managed | 304 |
| Employees | 8 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-134848) |
| Financial planning | Offered |
| Form ADV filed | September 29, 2026 |
| SEC record | CRD 289966 |