Everest Wealth Management

Everest Wealth Management 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 2 employees and 91 individual clients, 18 of them high net worth.
• Its average account is about $671,000 (assets it manages divided by its 354 accounts).

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

Facts

Everest Wealth Management fees

Everest Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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)

• John Seitzer

  CFP · CFA

Other fee-only firms in Leawood

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

Fee-only advisors in Kansas