Prosperity Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
Prosperity Financial Planning LLC is a state-registered, solo advisory firm that provides comprehensive financial planning and ongoing portfolio management to individuals (including high‑net‑worth clients), as well as trusts, estates, and charitable organizations. The firm offers modular or ongoing planning engagements alongside portfolio management and, like most independent peers, charges asset‑based advisory fees for managed accounts.
The firm describes a methodology grounded in fundamental analysis and a strategic, asset‑allocation approach, documenting client objectives and constraints in written investment policy statements and providing both discretionary and non‑discretionary management with regular monitoring. Financial planning services may be delivered as one‑time plans or ongoing engagements, with reviews at least quarterly and additional reviews triggered by material life or market events.
Notable departures from typical peers include an affiliation in which the firm’s principal holds real estate broker licenses in Florida and Pennsylvania, an activity the brochure says is limited to the principal’s own properties and educational purposes rather than retail broker services. The firm is newly formed and reported no assets under management and a single client at filing; it also discloses the potential for conflicts when directing clients to third‑party advisers for fee‑sharing and its use of Schwab’s institutional custody and support services, which become operationally relevant once certain custodial asset thresholds are met.
Client services
Expertise
Fee options
Fixed monthly fee for ongoing financial planning services up to $500
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.80% annually $2,000,000.01 - $5,000,000: 0.60% annually $5,000,000.01+: 0.40% annually
Up to $300 per hour, billed in 15-minute increments
Account minimum: $100,000 Fee-only: Fixed monthly fee up to $500; Hourly rate up to $300 per hour
Main office location
Prosperity Financial Planning LLC
Celebration FL, United States
Number of offices
1
Most active in
Florida · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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