Capital-E-Advisors

Capital-E-Advisors 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 87 individual clients, 42 of them high net worth.
• Its average account is about $258,000 (assets it manages divided by its 295 accounts).

Fee-only advisors in Kansas · What fee-only advisors charge in Kansas

Facts

Capital-E-Advisors fees

Capital-E-Advisors 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

Advisors at this firm (1)

• Regan Ervin

Other fee-only firms in Leawood

• Davis Financial Management, Inc.
• ETF Portfolio Partners
• Everest Wealth Management
• EVP Capital Advisors
• Feeney Financial
• Insight Investment Advisers
• Mitchell Capital Management
• Monarch Wealth Management

Fee-only advisors in Kansas