Jon Albarelli: fee-only financial advisor in Overland Park

Facts

Firm	Fortune Financial Advisors
Based in	Overland Park, Kansas
Fee model (firm's Form ADV)	Percentage of assets · Hourly · Fixed fees
Assets under management	$322.6M across 610 accounts
SEC registration	Investment adviser representative in KS · CRD 3210926
Exams passed	Series 66 (2023)
Firm size	6 employees
Disclosures	None reported
Website	fortunefinancialadvisors.com
LinkedIn	Profile

How Jon's firm compares

Fortune Financial Advisors's average account is about $529,000, from its Form ADV (assets managed divided by 610 accounts).

What fee-only advisors charge in Kansas

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Questions about Jon

Is Jon Albarelli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jon holds no broker registration, and Fortune Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jon charge for financial advice?

Jon's firm, Fortune Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Jon Albarelli based?

Jon Albarelli is based in Overland Park, Kansas.

Is Jon Albarelli registered with the SEC?

Yes. Jon Albarelli is registered as an investment adviser representative in KS (CRD 3210926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Fortune Financial Advisors manage?

Fortune Financial Advisors reports $322.6M across 610 accounts in assets under management.

How do I contact Jon Albarelli?

Through Jon's website, fortunefinancialadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Overland Park

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
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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