Firm
Atomic Planning
Gardner, Kansas
Fee-only
Atomic Planning at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 18 individual clients, 4 of them high net worth.
- Its average account is about $152,000 (assets it manages divided by its 50 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Gardner, Kansas |
|---|---|
| Website | atomicplanning.com |
| Phone | (913) 368-4015 |
Atomic Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Most families we work with pay a 1.00% annual fee, billed monthly, on the assets we manage." source
"We work best with people who plan to retire in the next 10 years and have $1 million or more saved" source
"Most families we work with pay a 1.00% annual fee, billed monthly, on the assets we manage." 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 14 |
| High-net-worth clients | 4 |
| Accounts managed | 50 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 313965 |