Kelli Harpe
Fortune Financial Advisors · Overland Park, Kansas
Kelli Harpe is a fee-only financial advisor at Fortune Financial Advisors in Overland Park, Kansas. Fortune Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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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 7377378 |
| Exams passed | Series 65 (2021) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | fortunefinancialadvisors.com |
How Kelli's firm compares
- Fortune Financial Advisors's average account is about $529,000, from its Form ADV (assets managed divided by 610 accounts).
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Questions about Kelli
Is Kelli Harpe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelli 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 Kelli charge for financial advice?
Kelli's firm, Fortune Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelli Harpe based?
Kelli Harpe is based in Overland Park, Kansas.
Is Kelli Harpe registered with the SEC?
Yes. Kelli Harpe is registered as an investment adviser representative in KS (CRD 7377378), 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 Kelli Harpe?
Through Kelli'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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