Firm
Bldr Wealth
Shawnee, Kansas
Fee-only
Bldr Wealth at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 2 employees and 15 individual clients.
- Its average account is about $175,000 (assets it manages divided by its 32 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Shawnee, Kansas |
|---|---|
| Website | bldrwealth.com |
| Phone | (913) 586-6203 |
Bldr Wealth fees
Bldr 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 · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 15 |
| Accounts managed | 32 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 15, 2026 |
| SEC record | CRD 335077 |
Advisors at this firm (3)
Other fee-only firms in Kansas
- Caliber Wealth Management · Overland Park
- Canvas Wealth Advisors · Shawnee
- Capital-E-Advisors · Leawood
- Challenge Everything Financial · Lenexa
- Chladek Wealth Management · Lenexa
- Clayton Wealth Partners · Topeka
- Clear Springs Wealth · Bucyrus
- Coordinated Financial Management · Wichita