Prudent Prospera Planning offers financial planning services to help clients evaluate their financial situation, goals, and risk tolerance. They collect data through interviews and questionnaires to identify goals, objectives, and potential solutions. Prudent Prospera Planning also recommends third-party investment advisors based on the client's circumstances, goals, and risk tolerance. They monitor the third-party advisor's performance and act as the client's primary financial advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Planning - Hourly rate of $250 per hour, negotiable. The number of hours will vary depending upon the complexity of the client’s financial situation.
- Financial Planning - Fixed fee ranges from $1,000 to $5,000. The fixed fee is negotiable and will be based upon the number of planning areas covered, services provided, research, and preparation time involved in creating the plan.
One-Time Plan:$1,000 - $5,000
Hourly Rate:$250/hr
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