# Financial Prosperity, Inc.

> Financial Prosperity, Inc. is a state-registered investment advisory firm in Park City, UT, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 151710
- Filed as: FINANCIAL PROSPERITY, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Park City, UT
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151710
- AdvisorCensus page: https://advisorcensus.com/firm/financial-prosperity-inc-park-city-ut-151710

## Quick answers

**How is Financial Prosperity, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Prosperity, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Financial Prosperity, Inc. located?**
Financial Prosperity, Inc.'s principal office is in Park City, UT, according to its Form ADV.

**Is Financial Prosperity, Inc. registered with the SEC or a state?**
Financial Prosperity, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151710.

**How much does Financial Prosperity, Inc. manage?**
Financial Prosperity, Inc. reports $45,263,647 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Financial Prosperity, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (26); individuals (other than high net worth individuals) (6).

**Does Financial Prosperity, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151710

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,263,647
- Discretionary: $45,263,647
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,253,451 |
| High net worth individuals | 26 | $44,010,196 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialprosperityinc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Prosperity, Inc. (CRD 151710): Form ADV filing data as of October 2026.