David Gourley
K-12 Planning · Kansas City, Missouri
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.
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Specialties
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 |
| Assets under management | $6.0M across 77 accounts |
| SEC registration | Investment adviser representative in CA, MO · CRD 7341867 |
| Exams passed | Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.k-12planning.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $4,800 a year, in line with the Missouri median of $4,770 for fee-only firms that publish prices.
- K-12 Planning's average account is about $78,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- K-12 Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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