Richard Kagy
Phoenix Rising Wealth Management · Overland Park, Kansas
Richard Kagy is a fee-only financial advisor at Phoenix Rising Wealth Management in Overland Park, Kansas. Richard focuses on divorce financial planning and retirement planning. Phoenix Rising Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Richard →
Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Phoenix Rising Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $539.2M across 1,225 accounts |
| SEC registration | Investment adviser representative in KS · CRD 6025710 |
| Exams passed | Series 65 (2010) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.phoenixrisingwm.com |
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
Is Richard Kagy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Phoenix Rising Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Phoenix Rising Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Richard work with clients virtually?
Yes. Phoenix Rising Wealth Management says on its website that it works with clients remotely.
Where is Richard Kagy based?
Richard Kagy is based in Overland Park, Kansas.
What does Richard specialize in?
Richard's specialties include divorce financial planning and retirement planning. Richard works with divorced individuals.
Is Richard Kagy registered with the SEC?
Yes. Richard Kagy is registered as an investment adviser representative in KS (CRD 6025710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phoenix Rising Wealth Management manage?
Phoenix Rising Wealth Management reports $539.2M across 1,225 accounts in assets under management.
How do I contact Richard Kagy?
Through Richard's website, www.phoenixrisingwm.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
- Phoenix Rising Wealth Management 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.
See something wrong? Request a correction. Read our methodology.