ETF Portfolio Partners

ETF Portfolio Partners at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 4 advisors are listed here; 1 of 4 hold the CFA.
• Its Form ADV reports 8 employees and 429 individual clients, 107 of them high net worth.
• Its average account is about $1.0 million (assets it manages divided by its 429 accounts).

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

Facts

ETF Portfolio Partners fees

ETF Portfolio 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

Advisors at this firm (4)

• Courtney Hicks

• Nicholas Romey

  CFA

• Richard Romey

• William Romey

Other fee-only firms in Leawood

• Everest Wealth Management
• EVP Capital Advisors
• Feeney Financial
• Insight Investment Advisers
• Mitchell Capital Management
• Monarch Wealth Management
• Normandy Investment Advisors
• Oread Wealth Partners

Fee-only advisors in Kansas