THE TRANSPARENCY PAGE
Most firms bury this page. We lead with it.
ProsperiFi is fee-only: paid by clients, and only by clients. No commissions, no revenue sharing, no products with our name on them. Nothing rides on what we recommend — and every fee below is quoted in writing before work begins.
What things cost.
The scans — free
Wealth Builder Score™ and WD-360™ scan are free, confidential, educational self-assessments. No obligation is attached to either, ever.
Flat engagements
Fault Line Audit: $15,000 flat. Family Office Design: $45,000, by invitation. The KEEPS Method™ and Financial Bodyguard™ Direct: flat engagements quoted in writing at the first conversation.
Ongoing advisory
Asset management and standing mandates are billed per the schedules published in our Form ADV Part 2A — available to anyone, client or not, at any time.
Advice with nothing riding on it.
That's what fee-only buys you. The rest of this site shows what it looks like in practice.