Family Investment Center
Lenexa, Kansas
Family Investment Center at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 12 advisors are listed here; 7 of 12 hold the CFP.
- Its Form ADV reports 20 employees and 873 individual clients, 265 of them high net worth.
- Its average account is about $313,000 (assets it manages divided by its 2,200 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Lenexa, Kansas |
|---|---|
| Website | familyinvestmentcenter.com |
| [email protected] | |
| Phone | (913) 942-2500 |
Questions about Family Investment Center
How much does Family Investment Center charge?
Family Investment Center publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Family Investment Center paid?
Family Investment Center's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Family Investment Center have in the Wellspent public graph?
The Wellspent public graph lists 12 advisors at Family Investment Center, and 7 hold the CFP.
What is the average account at Family Investment Center?
Family Investment Center's average account is about $313,000. That's the assets on its Form ADV divided by its 2,200 accounts.
What does Family Investment Center specialize in?
Family Investment Center's advisors and website list retirement planning, tax planning and estate & legacy planning.
Family Investment Center fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"This annual fee equates to 1% of assets under management, or less in some cases" source
"This annual fee equates to 1% of assets under management, or less in some cases" source
"An open retainer agreement means you are free to call us or schedule a meeting at any time" source
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 | $689 million |
| Individual clients | 608 |
| High-net-worth clients | 265 |
| Accounts managed | 2,200 |
| Employees | 20 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-63744) |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 113799 |