Firm
Atwood & Palmer
Kansas City, Missouri
Fee-only
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | atwoodpalmer.com |
| Phone | (816) 931-2266 |
Atwood & Palmer 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 · Flat fee |
In the firm's words
"First $2,000,000 1.00%" source
"we provide a flat-rate fee structure tailored to your family's unique situation" 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 · Fixed fees |
|---|---|
| Assets managed | $2.0 billion |
| Individual clients | 153 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 104995 |