Firm
EVP Capital Advisors
Leawood, Kansas
Fee-only
EVP Capital Advisors at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 46 individual clients, 26 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 65 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Leawood, Kansas |
|---|---|
| Website | evpca.com |
| Phone | (913) 906-8032 |
EVP Capital Advisors fees
EVP Capital Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $75 million |
| Individual clients | 20 |
| High-net-worth clients | 26 |
| Accounts managed | 65 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 281360 |