Larry Yeatman
Sapphire Wealth Planning · Overland Park, Kansas
Larry Yeatman is a fee-only financial advisor at Sapphire Wealth Planning in Overland Park, Kansas. Sapphire Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sapphire Wealth Planning |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $11.6M across 185 accounts |
| SEC registration | Investment adviser representative in KS, MO · CRD 4701324 |
| Exams passed | Series 63 (2003) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sapphirewealthplanning.com |
How Larry's firm compares
- Sapphire Wealth Planning's average account is about $63,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Larry
Is Larry Yeatman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Sapphire Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Larry charge for financial advice?
Larry's firm, Sapphire Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Larry Yeatman based?
Larry Yeatman is based in Overland Park, Kansas.
Is Larry Yeatman registered with the SEC?
Yes. Larry Yeatman is registered as an investment adviser representative in KS and MO (CRD 4701324), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sapphire Wealth Planning manage?
Sapphire Wealth Planning reports $11.6M across 185 accounts in assets under management.
How do I contact Larry Yeatman?
Through Larry's website, www.sapphirewealthplanning.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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