CoPlanning Financial at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 10 of them high net worth.
- Its average account is about $124,000 (assets it manages divided by its 68 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | coplanning.co |
| [email protected] | |
| Phone | (636) 888-0861 |
Questions about CoPlanning Financial
How much does CoPlanning Financial charge?
CoPlanning Financial publishes these prices: ongoing planning: from $4,500 a year; one-time plan: from $6,900. We found this on its website, checked October 28, 2026.
How is CoPlanning Financial paid?
CoPlanning Financial's Form ADV says it is paid by: fixed fees.
How many advisors does CoPlanning Financial have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at CoPlanning Financial.
What is the average account at CoPlanning Financial?
CoPlanning Financial's average account is about $124,000. That's the assets on its Form ADV divided by its 68 accounts.
What does CoPlanning Financial specialize in?
CoPlanning Financial's advisors and website list tax planning and flat-fee planning.
Is CoPlanning Financial accepting new clients?
Not at the moment, according to CoPlanning Financial's website, checked October 28, 2026.
CoPlanning Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,500 a year |
|---|---|
| One-time plan | From $6,900 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$4500/ year" source
"$6900 (all-inclusive)" source
"Flat fee for investment management (compare to AUM pricing)" 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 | Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 18 |
| High-net-worth clients | 10 |
| Accounts managed | 68 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 315970 |