Artisan Financial Planning LLC at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 9 of them high net worth.
- Its average account is about $255,000 (assets it manages divided by its 111 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | artisanfinancialplanning.com |
| [email protected] | |
| Phone | (913) 735-9630 |
Questions about Artisan Financial Planning LLC
How much does Artisan Financial Planning LLC charge?
Artisan Financial Planning LLC publishes these prices: ongoing planning: from $4,800 a year; one-time plan: from $1,000. We found this on its website, checked October 28, 2026.
Does Artisan Financial Planning LLC have an account minimum?
No. Artisan Financial Planning LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Artisan Financial Planning LLC paid?
Artisan Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Artisan Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Artisan Financial Planning LLC.
What is the average account at Artisan Financial Planning LLC?
Artisan Financial Planning LLC's average account is about $255,000. That's the assets on its Form ADV divided by its 111 accounts.
What does Artisan Financial Planning LLC specialize in?
Artisan Financial Planning LLC's advisors and website list flat-fee planning, retirement planning and tax planning.
Artisan Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $1,000 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Annual flat fee of $4,800 + $1,500 one-time fee for individuals" source
"Fee ranges from $1,000 to $4,750 depending on complexity and needs of the client." source
"no AUM charges or minimums" source
"Annual flat fee of $4,800 + $1,500 one-time fee for individuals" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 19 |
| High-net-worth clients | 9 |
| Accounts managed | 111 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 5, 2026 |
| SEC record | CRD 317165 |