# David Gourley

> David Gourley is a fee-only financial advisor at K-12 Planning in Kansas City, Missouri. David charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,800 a year) and focuses on tax planning, student loans and retirement planning.

Page: https://find.wellspent.co/advisors/david-gourley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** K-12 Planning
- **Based in:** Kansas City, Missouri
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,800 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.0M across 77 accounts
- **Specialties:** Tax planning, Student loans, Retirement planning
- **CRD:** 7341867 (https://adviserinfo.sec.gov/individual/summary/7341867)
- **SEC registration:** Investment adviser representative in CA, MO
- **Exams passed:** Series 66 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.k-12planning.com/

## Frequently asked questions

### Is David Gourley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and K-12 Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does David charge?

According to K-12 Planning's website, checked October 30, 2026: ongoing planning from $4,800 a year.

### Where is David Gourley based?

David Gourley is based in Kansas City, Missouri.

### What does David specialize in?

David's specialties include tax planning, student loans and retirement planning.

### Is David Gourley registered with the SEC?

Yes. David Gourley is registered as an investment adviser representative in CA and MO (CRD 7341867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does K-12 Planning manage?

K-12 Planning reports $6.0M across 77 accounts in assets under management.

### How do I contact David Gourley?

Through David's website, www.k-12planning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7341867): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.k-12planning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.