Firm
Equity Wealth Partners
Independence, Missouri
Fee-only
Equity Wealth Partners at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 8 employees and 939 individual clients, 44 of them high net worth.
- Its average account is about $170,000 (assets it manages divided by its 1,523 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Independence, Missouri |
|---|---|
| Website | equitywp.com |
| Phone | (816) 373-1068 |
Equity Wealth Partners fees
Equity Wealth Partners 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $259 million |
| Individual clients | 895 |
| High-net-worth clients | 44 |
| Accounts managed | 1,523 |
| Employees | 8 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-122943) |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 317224 |