Firm
Feeney Financial
Leawood, Kansas
Fee-only
Feeney Financial at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 10 advisors are listed here; 2 of 10 hold the CFP.
- Its Form ADV reports 11 employees and 189 individual clients, 39 of them high net worth.
- Its average account is about $376,000 (assets it manages divided by its 329 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Leawood, Kansas |
|---|---|
| Website | feenfinancial.com |
| Phone | (913) 515-3517 |
Feeney Financial fees
Feeney Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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 | $124 million |
| Individual clients | 150 |
| High-net-worth clients | 39 |
| Accounts managed | 329 |
| Employees | 11 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-136600) |
| Financial planning | Offered |
| Form ADV filed | August 18, 2026 |
| SEC record | CRD 284165 |