Caliber Wealth Management at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 14 advisors are listed here; 9 of 14 hold the CFP.
- Its Form ADV reports 24 employees and 1,668 individual clients, 506 of them high net worth.
- Its average account is about $294,000 (assets it manages divided by its 5,992 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | caliberkc.com |
| [email protected] | |
| Phone | (913) 303-3408 |
Questions about Caliber Wealth Management
How is Caliber Wealth Management paid?
Caliber Wealth Management's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Caliber Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 14 advisors at Caliber Wealth Management, and 9 hold the CFP.
What is the average account at Caliber Wealth Management?
Caliber Wealth Management's average account is about $294,000. That's the assets on its Form ADV divided by its 5,992 accounts.
Caliber Wealth Management fees
Caliber Wealth Management 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 | $1.8 billion |
| Individual clients | 1,162 |
| High-net-worth clients | 506 |
| Accounts managed | 5,992 |
| Employees | 24 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130677) |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 331165 |