Firm
Beyond Wealth
Overland Park, Kansas
Fee-only
Beyond Wealth at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 147 individual clients, 31 of them high net worth.
- Its average account is about $249,000 (assets it manages divided by its 491 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | beyond-wealth.com |
| Phone | (913) 871-7980 |
Beyond Wealth fees
Beyond Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $122 million |
| Individual clients | 116 |
| High-net-worth clients | 31 |
| Accounts managed | 491 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-135840) |
| Financial planning | Offered |
| Form ADV filed | May 8, 2026 |
| SEC record | CRD 162231 |