Delta Wealth Solutions

Delta Wealth Solutions at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 148 individual clients, 33 of them high net worth.
• Its average account is about $306,000 (assets it manages divided by its 346 accounts).

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

Facts

Delta Wealth Solutions fees

Delta Wealth Solutions 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 (2)

• Carson Sanford

  CFP · CFA

• Matthew Seidel

  CFP

Other fee-only firms in North Kansas City

• Flattery Wealth Management
• In the Game Wealth Management
• Prosperity Planning, Inc.

Fee-only advisors in Missouri